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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 | $41,837 | $86,050-51.4% | $189,758-78.0% | $94,015-55.5% |
| Participation rate | 84.4% | 68.9%+15.5pp | 79.8%+4.6pp | 70.8%+13.6pp |
| Annual return | 18.33% | 17.77%+0.6pp | 52.62%-34.3pp | 17.84%+0.5pp |
| Employer contribution / active EE | $2,226 | $2,819-21.1% | $4,767-53.3% | $2,790-20.2% |
| Participant deferral / active EE | $3,083 | $3,349-7.9% | $5,856-47.4% | $4,249-27.5% |
| Admin fee / account holder | $1,346 | $6,627-79.7% | $20,388-93.4% | $8,951-85.0% |