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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 | $37,678 | $87,132-56.8% | $105,624-64.3% | $80,959-53.5% |
| Participation rate | 90.7% | 70.4%+20.3pp | 75.3%+15.5pp | 67.7%+23.1pp |
| Annual return | 13.15% | 17.03%-3.9pp | 116.20%-103.1pp | 35.67%-22.5pp |
| Employer contribution / active EE | $3,192 | $2,397+33.2% | $3,168+0.8% | $2,757+15.8% |
| Participant deferral / active EE | $5,175 | $3,985+29.8% | $5,013+3.2% | $4,300+20.3% |
| Admin fee / account holder | $3,033 | $8,449-64.1% | $10,961-72.3% | $6,925-56.2% |