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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,841 | $72,273-71.2% | $101,275-79.4% | $79,856-73.9% |
| Participation rate | 75.9% | 68.5%+7.5pp | 75.8%+0.1pp | 69.6%+6.3pp |
| Annual return | 34.83% | 22.30%+12.5pp | 46.48%-11.7pp | 31.71%+3.1pp |
| Employer contribution / active EE | $1,917 | $2,691-28.8% | $3,660-47.6% | $2,471-22.4% |
| Participant deferral / active EE | $3,037 | $3,282-7.4% | $4,371-30.5% | $3,741-18.8% |
| Admin fee / account holder | $639 | $4,401-85.5% | $5,948-89.3% | $5,306-88.0% |