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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 | $37,232 | $106,864-65.2% | $147,318-74.7% | $82,637-54.9% |
| Participation rate | 89.5% | 75.5%+14.0pp | 82.1%+7.4pp | 68.1%+21.4pp |
| Annual return | 18.72% | 27.49%-8.8pp | 70.43%-51.7pp | 53.51%-34.8pp |
| Employer contribution / active EE | $3,836 | $3,417+12.3% | $4,593-16.5% | $2,552+50.3% |
| Participant deferral / active EE | $6,039 | $6,496-7.0% | $7,906-23.6% | $4,126+46.4% |
| Admin fee / account holder | $552 | $8,415-93.4% | $13,708-96.0% | $7,339-92.5% |