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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 | $27,433 | $70,475-61.1% | $100,530-72.7% | $79,858-65.6% |
| Participation rate | 96.0% | 73.7%+22.3pp | 79.4%+16.6pp | 69.6%+26.4pp |
| Annual return | 18.71% | 21.90%-3.2pp | 30.89%-12.2pp | 31.72%-13.0pp |
| Employer contribution / active EE | $3,053 | $2,165+41.0% | $3,418-10.7% | $2,471+23.6% |
| Participant deferral / active EE | $6,074 | $5,181+17.2% | $6,271-3.1% | $3,740+62.4% |
| Admin fee / account holder | $3,072 | $4,478-31.4% | $8,083-62.0% | $5,306-42.1% |