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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 | $30,376 | $48,076-36.8% | $78,690-61.4% | $62,891-51.7% |
| Participation rate | 92.8% | 65.2%+27.6pp | 73.6%+19.2pp | 69.3%+23.5pp |
| Annual return | 8.22% | 31.35%-23.1pp | 62.18%-54.0pp | 20.14%-11.9pp |
| Employer contribution / active EE | $3,727 | $2,015+85.0% | $2,851+30.7% | $2,281+63.4% |
| Participant deferral / active EE | $3,181 | $2,588+22.9% | $3,517-9.5% | $3,203-0.7% |
| Admin fee / account holder | $1,692 | $3,207-47.2% | $4,511-62.5% | $4,296-60.6% |