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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 | $37,614 | $95,453-60.6% | $112,040-66.4% | $82,448-54.4% |
| Participation rate | 84.6% | 72.8%+11.9pp | 76.5%+8.1pp | 68.1%+16.5pp |
| Annual return | 16.30% | 23.92%-7.6pp | 24.52%-8.2pp | 41.64%-25.3pp |
| Employer contribution / active EE | $4,469 | $2,318+92.8% | $2,954+51.3% | $2,551+75.2% |
| Participant deferral / active EE | $2,142 | $4,224-49.3% | $5,098-58.0% | $4,139-48.2% |
| Admin fee / account holder | $6,968 | $9,013-22.7% | $12,098-42.4% | $7,234-3.7% |