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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 | $34,624 | $81,476-57.5% | $102,383-66.2% | $80,925-57.2% |
| Participation rate | 95.9% | 66.8%+29.1pp | 74.5%+21.4pp | 67.7%+28.3pp |
| Annual return | 11.88% | 25.59%-13.7pp | 24.94%-13.1pp | 35.65%-23.8pp |
| Employer contribution / active EE | $3,582 | $3,105+15.4% | $3,870-7.4% | $2,756+30.0% |
| Participant deferral / active EE | $7,019 | $3,871+81.3% | $5,060+38.7% | $4,299+63.3% |
| Admin fee / account holder | $4,292 | $6,717-36.1% | $8,391-48.9% | $6,940-38.2% |