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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 | $37,795 | $110,303-65.7% | $95,759-60.5% | $139,487-72.9% |
| Participation rate | 85.7% | 75.7%+10.0pp | 72.3%+13.5pp | 80.3%+5.4pp |
| Annual return | 24.00% | 27.19%-3.2pp | 28.42%-4.4pp | 373.84%-349.8pp |
| Employer contribution / active EE | $2,472 | $3,261-24.2% | $2,836-12.8% | $4,755-48.0% |
| Participant deferral / active EE | $7,292 | $4,674+56.0% | $4,244+71.8% | $6,713+8.6% |
| Admin fee / account holder | $21,279 | $6,615+221.7% | $5,678+274.7% | $11,407+86.5% |