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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 | $37,657 | $96,731-61.1% | $123,973-69.6% | $86,983-56.7% |
| Participation rate | 96.0% | 70.0%+26.0pp | 76.7%+19.3pp | 69.5%+26.5pp |
| Annual return | 20.12% | 17.33%+2.8pp | 388.13%-368.0pp | 25.83%-5.7pp |
| Employer contribution / active EE | $2,657 | $3,297-19.4% | $4,126-35.6% | $2,584+2.8% |
| Participant deferral / active EE | $4,959 | $4,152+19.4% | $5,247-5.5% | $4,194+18.2% |
| Admin fee / account holder | $589 | $8,722-93.2% | $11,799-95.0% | $7,856-92.5% |