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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 | $37,665 | $56,894-33.8% | $84,753-55.6% | $62,881-40.1% |
| Participation rate | 97.7% | 68.5%+29.2pp | 76.6%+21.1pp | 69.3%+28.4pp |
| Annual return | 9.07% | 6.30%+2.8pp | 22.78%-13.7pp | 20.14%-11.1pp |
| Employer contribution / active EE | $5,974 | $2,400+148.9% | $3,574+67.1% | $2,281+161.9% |
| Participant deferral / active EE | $4,997 | $2,709+84.4% | $3,712+34.6% | $3,203+56.0% |
| Admin fee / account holder | $1,975 | $3,581-44.8% | $5,333-63.0% | $4,296-54.0% |