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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 | $37,999 | $71,353-46.7% | $92,805-59.1% | $86,983-56.3% |
| Participation rate | 92.6% | 80.9%+11.7pp | 83.5%+9.1pp | 69.5%+23.1pp |
| Annual return | 28.19% | 44.68%-16.5pp | 31.59%-3.4pp | 25.83%+2.4pp |
| Employer contribution / active EE | $4,246 | $2,468+72.0% | $3,424+24.0% | $2,584+64.3% |
| Participant deferral / active EE | $8,832 | $6,966+26.8% | $8,448+4.5% | $4,194+110.6% |
| Admin fee / account holder | $2,303 | $6,099-62.2% | $10,911-78.9% | $7,856-70.7% |