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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 | $39,396 | $93,617-57.9% | $135,982-71.0% | $75,177-47.6% |
| Participation rate | 90.4% | 75.2%+15.2pp | 81.9%+8.5pp | 67.2%+23.2pp |
| Annual return | 24.18% | 30.89%-6.7pp | 68.32%-44.1pp | 160.75%-136.6pp |
| Employer contribution / active EE | $2,515 | $3,538-28.9% | $4,859-48.2% | $2,671-5.8% |
| Participant deferral / active EE | $6,487 | $6,406+1.3% | $7,760-16.4% | $4,126+57.2% |
| Admin fee / account holder | $2,602 | $6,980-62.7% | $10,767-75.8% | $5,651-54.0% |