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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 | $27,192 | $81,358-66.6% | $155,556-82.5% | $80,959-66.4% |
| Participation rate | 96.3% | 66.3%+30.0pp | 78.2%+18.1pp | 67.7%+28.6pp |
| Annual return | 19.62% | 33.39%-13.8pp | 64.84%-45.2pp | 35.67%-16.0pp |
| Employer contribution / active EE | $4,355 | $3,106+40.2% | $4,675-6.9% | $2,757+58.0% |
| Participant deferral / active EE | $5,516 | $3,455+59.6% | $5,631-2.0% | $4,300+28.3% |
| Admin fee / account holder | $909 | $7,994-88.6% | $15,885-94.3% | $6,925-86.9% |