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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 | $81,262-66.5% | $155,602-82.5% | $80,911-66.4% |
| Participation rate | 96.3% | 66.2%+30.1pp | 78.2%+18.1pp | 67.6%+28.6pp |
| Annual return | 19.62% | 33.34%-13.7pp | 64.81%-45.2pp | 35.63%-16.0pp |
| Employer contribution / active EE | $4,355 | $3,102+40.4% | $4,675-6.8% | $2,756+58.0% |
| Participant deferral / active EE | $5,516 | $3,451+59.8% | $5,629-2.0% | $4,297+28.4% |
| Admin fee / account holder | $909 | $7,992-88.6% | $15,923-94.3% | $6,935-86.9% |