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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 | $35,561 | $93,598-62.0% | $135,974-73.8% | $75,173-52.7% |
| Participation rate | 94.7% | 75.2%+19.5pp | 81.9%+12.8pp | 67.2%+27.5pp |
| Annual return | 23.98% | 30.89%-6.9pp | 68.30%-44.3pp | 160.72%-136.7pp |
| Employer contribution / active EE | $1,491 | $3,538-57.8% | $4,859-69.3% | $2,671-44.2% |
| Participant deferral / active EE | $7,000 | $6,405+9.3% | $7,760-9.8% | $4,126+69.7% |
| Admin fee / account holder | $1,020 | $6,978-85.4% | $10,767-90.5% | $5,651-82.0% |