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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 | $42,128 | $93,598-55.0% | $135,974-69.0% | $75,173-44.0% |
| Participation rate | 97.3% | 75.2%+22.1pp | 81.9%+15.4pp | 67.2%+30.1pp |
| Annual return | 24.64% | 30.89%-6.2pp | 68.30%-43.7pp | 160.72%-136.1pp |
| Employer contribution / active EE | $3,174 | $3,538-10.3% | $4,859-34.7% | $2,671+18.8% |
| Participant deferral / active EE | $9,365 | $6,405+46.2% | $7,760+20.7% | $4,126+127.0% |
| Admin fee / account holder | $3,415 | $6,978-51.1% | $10,767-68.3% | $5,651-39.6% |