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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 | $32,547 | $48,078-32.3% | $78,676-58.6% | $62,881-48.2% |
| Participation rate | 89.3% | 65.2%+24.1pp | 73.6%+15.7pp | 69.3%+20.0pp |
| Annual return | 6.48% | 31.36%-24.9pp | 62.19%-55.7pp | 20.14%-13.7pp |
| Employer contribution / active EE | $2,783 | $2,015+38.1% | $2,850-2.4% | $2,281+22.0% |
| Participant deferral / active EE | $3,750 | $2,587+45.0% | $3,517+6.6% | $3,203+17.1% |
| Admin fee / account holder | $1,799 | $3,206-43.9% | $4,510-60.1% | $4,296-58.1% |