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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 | $37,543 | $81,487-53.9% | $102,412-63.3% | $80,935-53.6% |
| Participation rate | 97.0% | 66.8%+30.1pp | 74.5%+22.5pp | 67.7%+29.3pp |
| Annual return | 15.78% | 25.60%-9.8pp | 24.94%-9.2pp | 35.66%-19.9pp |
| Employer contribution / active EE | $4,335 | $3,103+39.7% | $3,870+12.0% | $2,757+57.3% |
| Participant deferral / active EE | $6,360 | $3,871+64.3% | $5,060+25.7% | $4,299+47.9% |
| Admin fee / account holder | $460 | $6,717-93.2% | $8,388-94.5% | $6,924-93.4% |