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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 | $37,018 | $101,778-63.6% | $164,975-77.6% | $80,925-54.3% |
| Participation rate | 88.0% | 71.8%+16.2pp | 78.6%+9.4pp | 67.7%+20.3pp |
| Annual return | 14.33% | 16.73%-2.4pp | 70.12%-55.8pp | 35.65%-21.3pp |
| Employer contribution / active EE | $4,341 | $2,954+47.0% | $4,3430% | $2,756+57.5% |
| Participant deferral / active EE | $9,410 | $4,477+110.2% | $6,033+56.0% | $4,299+118.9% |
| Admin fee / account holder | $17,939 | $8,221+118.2% | $12,688+41.4% | $6,940+158.5% |