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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 | $48,078-36.8% | $78,676-61.4% | $62,881-51.7% |
| Participation rate | 92.8% | 65.2%+27.6pp | 73.6%+19.2pp | 69.3%+23.5pp |
| Annual return | 8.22% | 31.36%-23.1pp | 62.19%-54.0pp | 20.14%-11.9pp |
| Employer contribution / active EE | $3,727 | $2,015+85.0% | $2,850+30.8% | $2,281+63.4% |
| Participant deferral / active EE | $3,181 | $2,587+23.0% | $3,517-9.5% | $3,203-0.7% |
| Admin fee / account holder | $1,692 | $3,206-47.2% | $4,510-62.5% | $4,296-60.6% |