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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 | $36,468 | $95,404-61.8% | $113,397-67.8% | $82,637-55.9% |
| Participation rate | 82.1% | 72.8%+9.2pp | 76.5%+5.6pp | 68.1%+14.0pp |
| Annual return | 21.49% | 19.08%+2.4pp | 23.20%-1.7pp | 53.51%-32.0pp |
| Employer contribution / active EE | $1,921 | $2,307-16.7% | $2,977-35.5% | $2,552-24.7% |
| Participant deferral / active EE | $2,867 | $4,220-32.1% | $5,076-43.5% | $4,126-30.5% |
| Admin fee / account holder | $907 | $9,168-90.1% | $11,957-92.4% | $7,339-87.6% |