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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 | $35,900 | $78,197-54.1% | $98,090-63.4% | $82,637-56.6% |
| Participation rate | 96.0% | 77.5%+18.5pp | 81.5%+14.5pp | 68.1%+27.9pp |
| Annual return | 25.52% | 40.25%-14.7pp | 37.05%-11.5pp | 53.51%-28.0pp |
| Employer contribution / active EE | $4,233 | $2,605+62.5% | $3,606+17.4% | $2,552+65.9% |
| Participant deferral / active EE | $7,820 | $6,636+17.8% | $7,845-0.3% | $4,126+89.5% |
| Admin fee / account holder | $4,888 | $14,832-67.0% | $11,815-58.6% | $7,339-33.4% |