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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 | $28,603 | $81,446-64.9% | $103,374-72.3% | $80,874-64.6% |
| Participation rate | 93.0% | 66.9%+26.2pp | 74.5%+18.5pp | 67.6%+25.4pp |
| Annual return | 15.46% | 25.57%-10.1pp | 24.89%-9.4pp | 35.62%-20.2pp |
| Employer contribution / active EE | $7,129 | $3,107+129.4% | $3,869+84.2% | $2,756+158.7% |
| Participant deferral / active EE | $6,152 | $3,870+59.0% | $5,058+21.6% | $4,297+43.2% |
| Admin fee / account holder | $365 | $6,715-94.6% | $8,394-95.7% | $6,935-94.7% |