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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 | $33,376 | $77,814-57.1% | $158,223-78.9% | $86,983-61.6% |
| Participation rate | 90.9% | 68.4%+22.5pp | 79.2%+11.7pp | 69.5%+21.4pp |
| Annual return | 18.72% | 30.54%-11.8pp | 52.09%-33.4pp | 25.83%-7.1pp |
| Employer contribution / active EE | $3,491 | $2,592+34.7% | $4,109-15.0% | $2,584+35.1% |
| Participant deferral / active EE | $5,671 | $3,270+73.5% | $5,467+3.7% | $4,194+35.2% |
| Admin fee / account holder | $2,395 | $5,879-59.3% | $16,047-85.1% | $7,856-69.5% |