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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 | $78,197-51.4% | $98,090-61.3% | $82,637-54.0% |
| Participation rate | 92.6% | 77.5%+15.1pp | 81.5%+11.0pp | 68.1%+24.5pp |
| Annual return | 28.19% | 40.25%-12.1pp | 37.05%-8.9pp | 53.51%-25.3pp |
| Employer contribution / active EE | $4,246 | $2,605+63.0% | $3,606+17.8% | $2,552+66.4% |
| Participant deferral / active EE | $8,832 | $6,636+33.1% | $7,845+12.6% | $4,126+114.0% |
| Admin fee / account holder | $2,303 | $14,832-84.5% | $11,815-80.5% | $7,339-68.6% |