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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 | $28,072 | $93,598-70.0% | $135,974-79.4% | $75,173-62.7% |
| Participation rate | 94.9% | 75.2%+19.7pp | 81.9%+13.0pp | 67.2%+27.7pp |
| Annual return | 27.01% | 30.89%-3.9pp | 68.30%-41.3pp | 160.72%-133.7pp |
| Employer contribution / active EE | $3,241 | $3,538-8.4% | $4,859-33.3% | $2,671+21.3% |
| Participant deferral / active EE | $8,008 | $6,405+25.0% | $7,760+3.2% | $4,126+94.1% |
| Admin fee / account holder | $2,016 | $6,978-71.1% | $10,767-81.3% | $5,651-64.3% |