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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 | $37,877 | $87,878-56.9% | $97,411-61.1% | $82,637-54.2% |
| Participation rate | 90.2% | 75.6%+14.7pp | 80.4%+9.9pp | 68.1%+22.2pp |
| Annual return | 29.87% | 54.63%-24.8pp | 34.72%-4.8pp | 53.51%-23.6pp |
| Employer contribution / active EE | $3,772 | $3,800-0.7% | $4,210-10.4% | $2,552+47.8% |
| Participant deferral / active EE | $6,872 | $5,525+24.4% | $5,886+16.8% | $4,126+66.5% |
| Admin fee / account holder | $1,970 | $6,743-70.8% | $7,145-72.4% | $7,339-73.2% |