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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 | $35,638 | $67,602-47.3% | $82,312-56.7% | $70,126-49.2% |
| Participation rate | 72.3% | 72.8%-0.4pp | 76.9%-4.6pp | 69.5%+2.8pp |
| Annual return | 26.26% | 21.57%+4.7pp | 25.88%+0.4pp | 73.15%-46.9pp |
| Employer contribution / active EE | $3,212 | $1,755+83.0% | $2,428+32.3% | $2,343+37.1% |
| Participant deferral / active EE | $8,134 | $2,987+172.3% | $3,706+119.5% | $3,332+144.1% |
| Admin fee / account holder | $410 | $4,512-90.9% | $5,608-92.7% | $4,645-91.2% |