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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 | $30,718 | $81,476-62.3% | $102,383-70.0% | $80,925-62.0% |
| Participation rate | 75.9% | 66.8%+9.1pp | 74.5%+1.4pp | 67.7%+8.3pp |
| Annual return | 14.19% | 25.59%-11.4pp | 24.94%-10.7pp | 35.65%-21.5pp |
| Employer contribution / active EE | $3,917 | $3,105+26.2% | $3,870+1.2% | $2,756+42.1% |
| Participant deferral / active EE | $6,311 | $3,871+63.0% | $5,060+24.7% | $4,299+46.8% |
| Admin fee / account holder | $3,397 | $6,717-49.4% | $8,391-59.5% | $6,940-51.1% |