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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 | $40,022 | $86,938-54.0% | $102,423-60.9% | $80,925-50.5% |
| Participation rate | 93.3% | 72.4%+21.0pp | 76.5%+16.8pp | 67.7%+25.7pp |
| Annual return | 16.98% | 18.89%-1.9pp | 29.42%-12.4pp | 35.65%-18.7pp |
| Employer contribution / active EE | $3,739 | $2,369+57.8% | $3,023+23.7% | $2,756+35.6% |
| Participant deferral / active EE | $7,547 | $4,120+83.2% | $5,054+49.3% | $4,299+75.6% |
| Admin fee / account holder | $1,954 | $8,053-75.7% | $9,455-79.3% | $6,940-71.8% |