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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 | $40,087 | $72,269-44.5% | $101,271-60.4% | $79,852-49.8% |
| Participation rate | 96.4% | 68.5%+28.0pp | 75.8%+20.6pp | 69.6%+26.8pp |
| Annual return | 18.92% | 22.29%-3.4pp | 46.48%-27.6pp | 31.72%-12.8pp |
| Employer contribution / active EE | $3,456 | $2,692+28.4% | $3,660-5.6% | $2,471+39.9% |
| Participant deferral / active EE | $7,060 | $3,282+115.1% | $4,371+61.5% | $3,740+88.8% |
| Admin fee / account holder | $585 | $4,401-86.7% | $5,948-90.2% | $5,306-89.0% |