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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 | $37,968 | $45,087-15.8% | $69,483-45.4% | $72,976-48.0% |
| Participation rate | 93.2% | 68.5%+24.7pp | 74.6%+18.6pp | 69.5%+23.7pp |
| Annual return | 17.79% | 22.67%-4.9pp | 28.99%-11.2pp | 81.02%-63.2pp |
| Employer contribution / active EE | $2,713 | $2,055+32.0% | $2,780-2.4% | $2,440+11.2% |
| Participant deferral / active EE | $5,710 | $2,603+119.4% | $3,537+61.5% | $3,608+58.3% |
| Admin fee / account holder | $4,380 | $3,057+43.3% | $3,841+14.0% | $5,124-14.5% |