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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 | $36,299 | $77,358-53.1% | $102,184-64.5% | $87,485-58.5% |
| Participation rate | 94.9% | 78.7%+16.2pp | 82.6%+12.3pp | 68.9%+25.9pp |
| Annual return | 24.37% | 41.11%-16.7pp | 31.58%-7.2pp | 26.06%-1.7pp |
| Employer contribution / active EE | $3,054 | $2,562+19.2% | $3,594-15.0% | $2,596+17.6% |
| Participant deferral / active EE | $7,587 | $6,753+12.4% | $8,309-8.7% | $4,274+77.5% |
| Admin fee / account holder | $2,648 | $6,809-61.1% | $11,609-77.2% | $7,775-65.9% |