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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 | $78,520-53.8% | $96,576-62.4% | $82,448-56.0% |
| Participation rate | 94.9% | 77.7%+17.1pp | 81.4%+13.4pp | 68.1%+26.8pp |
| Annual return | 24.37% | 41.30%-16.9pp | 38.47%-14.1pp | 41.64%-17.3pp |
| Employer contribution / active EE | $3,054 | $2,630+16.1% | $3,553-14.0% | $2,551+19.7% |
| Participant deferral / active EE | $7,587 | $6,754+12.3% | $7,956-4.6% | $4,139+83.3% |
| Admin fee / account holder | $2,648 | $13,455-80.3% | $11,381-76.7% | $7,234-63.4% |