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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 | $32,773 | $72,177-54.6% | $115,037-71.5% | $59,633-45.0% |
| Participation rate | 86.8% | 72.6%+14.3pp | 81.4%+5.5pp | 68.7%+18.2pp |
| Annual return | 23.15% | 12.02%+11.1pp | 26.14%-3.0pp | 2041.40%-2018.2pp |
| Employer contribution / active EE | $3,049 | $2,841+7.3% | $4,608-33.8% | $2,203+38.4% |
| Participant deferral / active EE | $7,592 | $4,783+58.7% | $6,026+26.0% | $3,192+137.9% |
| Admin fee / account holder | $4,306 | $4,927-12.6% | $8,175-47.3% | $4,297+0.2% |