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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 | $19,923 | $63,809-68.8% | $81,353-75.5% | $80,935-75.4% |
| Participation rate | 90.2% | 63.9%+26.3pp | 69.5%+20.7pp | 67.7%+22.6pp |
| Annual return | 18.93% | 16.37%+2.6pp | 24.82%-5.9pp | 35.66%-16.7pp |
| Employer contribution / active EE | $3,319 | $1,981+67.6% | $2,464+34.7% | $2,757+20.4% |
| Participant deferral / active EE | $5,750 | $3,093+85.9% | $3,885+48.0% | $4,299+33.7% |
| Admin fee / account holder | $7,102 | $5,686+24.9% | $5,766+23.2% | $6,924+2.6% |