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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 | $24,571 | $71,878-65.8% | $86,698-71.7% | $68,486-64.1% |
| Participation rate | 81.3% | 72.2%+9.0pp | 76.6%+4.7pp | 67.9%+13.4pp |
| Annual return | 26.96% | 3.53%+23.4pp | 35.95%-9.0pp | -7.85%+34.8pp |
| Employer contribution / active EE | $4,133 | $2,173+90.2% | $2,837+45.7% | $2,597+59.2% |
| Participant deferral / active EE | $4,877 | $3,779+29.0% | $4,656+4.7% | $4,028+21.1% |
| Admin fee / account holder | $713 | $6,113-88.3% | $7,493-90.5% | $5,404-86.8% |