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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 | $71,353-49.7% | $92,805-61.3% | $86,983-58.7% |
| Participation rate | 96.0% | 80.9%+15.1pp | 83.5%+12.5pp | 69.5%+26.5pp |
| Annual return | 25.52% | 44.68%-19.2pp | 31.59%-6.1pp | 25.83%-0.3pp |
| Employer contribution / active EE | $4,233 | $2,468+71.5% | $3,424+23.6% | $2,584+63.8% |
| Participant deferral / active EE | $7,820 | $6,966+12.3% | $8,448-7.4% | $4,194+86.5% |
| Admin fee / account holder | $4,888 | $6,099-19.9% | $10,911-55.2% | $7,856-37.8% |