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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 | $37,382 | $57,590-35.1% | $86,233-56.6% | $82,448-54.7% |
| Participation rate | 75.8% | 57.9%+17.9pp | 69.0%+6.7pp | 68.1%+7.7pp |
| Annual return | 31.90% | 22.41%+9.5pp | 61.39%-29.5pp | 41.64%-9.7pp |
| Employer contribution / active EE | $3,009 | $1,655+81.8% | $2,504+20.2% | $2,551+18.0% |
| Participant deferral / active EE | $5,530 | $3,080+79.6% | $4,559+21.3% | $4,139+33.6% |
| Admin fee / account holder | $1,573 | $4,730-66.8% | $8,342-81.1% | $7,234-78.3% |