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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 | $38,202 | $112,932-66.2% | $103,065-62.9% | $74,478-48.7% |
| Participation rate | 78.8% | 80.8%-2.0pp | 80.6%-1.7pp | 67.2%+11.6pp |
| Annual return | 27.33% | 23.24%+4.1pp | 23.95%+3.4pp | 1370.56%-1343.2pp |
| Employer contribution / active EE | $3,317 | $4,881-32.0% | $4,675-29.1% | $2,626+26.3% |
| Participant deferral / active EE | $7,657 | $7,279+5.2% | $6,625+15.6% | $4,350+76.0% |
| Admin fee / account holder | $1,955 | $1,707+14.5% | $9,349-79.1% | $1,946+0.5% |