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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 | $37,835 | $75,720-50.0% | $90,312-58.1% | $86,983-56.5% |
| Participation rate | 95.7% | 66.3%+29.5pp | 72.9%+22.8pp | 69.5%+26.2pp |
| Annual return | 13.39% | 18.55%-5.2pp | 18.90%-5.5pp | 25.83%-12.4pp |
| Employer contribution / active EE | $6,344 | $1,945+226.2% | $2,243+182.9% | $2,584+145.5% |
| Participant deferral / active EE | $3,977 | $3,001+32.5% | $3,749+6.1% | $4,194-5.2% |
| Admin fee / account holder | $1,051 | $6,201-83.1% | $8,248-87.3% | $7,856-86.6% |