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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 | $28,311 | $78,520-63.9% | $96,576-70.7% | $82,448-65.7% |
| Participation rate | 96.8% | 77.7%+19.0pp | 81.4%+15.3pp | 68.1%+28.7pp |
| Annual return | 27.26% | 41.30%-14.0pp | 38.47%-11.2pp | 41.64%-14.4pp |
| Employer contribution / active EE | $3,188 | $2,630+21.2% | $3,553-10.3% | $2,551+25.0% |
| Participant deferral / active EE | $7,051 | $6,754+4.4% | $7,956-11.4% | $4,139+70.4% |
| Admin fee / account holder | $474 | $13,455-96.5% | $11,381-95.8% | $7,234-93.5% |