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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 | $26,534 | $63,355-58.1% | $91,994-71.2% | $72,983-63.6% |
| Participation rate | 84.3% | 72.5%+11.8pp | 78.6%+5.7pp | 69.5%+14.8pp |
| Annual return | 33.19% | 35.35%-2.2pp | 69.03%-35.8pp | 81.01%-47.8pp |
| Employer contribution / active EE | $3,423 | $2,116+61.8% | $3,452-0.8% | $2,440+40.3% |
| Participant deferral / active EE | $8,140 | $4,883+66.7% | $5,923+37.4% | $3,608+125.6% |
| Admin fee / account holder | $5,997 | $4,668+28.5% | $7,743-22.6% | $5,124+17.0% |