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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 | $38,113 | $63,845-40.3% | $81,370-53.2% | $80,959-52.9% |
| Participation rate | 96.7% | 63.9%+32.8pp | 69.5%+27.1pp | 67.7%+29.0pp |
| Annual return | 18.90% | 16.37%+2.5pp | 24.85%-6.0pp | 35.67%-16.8pp |
| Employer contribution / active EE | $7,868 | $1,980+297.4% | $2,464+219.3% | $2,757+185.4% |
| Participant deferral / active EE | $10,622 | $3,093+243.4% | $3,885+173.4% | $4,300+147.0% |
| Admin fee / account holder | $5,230 | $5,688-8.1% | $5,749-9.0% | $6,925-24.5% |