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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 | $71,353-49.1% | $92,805-60.9% | $86,983-58.3% |
| Participation rate | 94.9% | 80.9%+14.0pp | 83.5%+11.4pp | 69.5%+25.3pp |
| Annual return | 24.37% | 44.68%-20.3pp | 31.59%-7.2pp | 25.83%-1.5pp |
| Employer contribution / active EE | $3,054 | $2,468+23.7% | $3,424-10.8% | $2,584+18.2% |
| Participant deferral / active EE | $7,587 | $6,966+8.9% | $8,448-10.2% | $4,194+80.9% |
| Admin fee / account holder | $2,648 | $6,099-56.6% | $10,911-75.7% | $7,856-66.3% |