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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 | $29,994 | $78,520-61.8% | $96,576-68.9% | $82,448-63.6% |
| Participation rate | 90.0% | 77.7%+12.3pp | 81.4%+8.6pp | 68.1%+21.9pp |
| Annual return | 23.12% | 41.30%-18.2pp | 38.47%-15.4pp | 41.64%-18.5pp |
| Employer contribution / active EE | $2,403 | $2,630-8.6% | $3,553-32.4% | $2,551-5.8% |
| Participant deferral / active EE | $7,606 | $6,754+12.6% | $7,956-4.4% | $4,139+83.7% |
| Admin fee / account holder | $1,339 | $13,455-90.0% | $11,381-88.2% | $7,234-81.5% |