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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 | $38,773 | $76,371-49.2% | $93,621-58.6% | $72,976-46.9% |
| Participation rate | 88.5% | 71.8%+16.7pp | 75.8%+12.6pp | 69.5%+19.0pp |
| Annual return | 24.66% | 25.82%-1.2pp | 32.76%-8.1pp | 81.02%-56.4pp |
| Employer contribution / active EE | $3,384 | $2,276+48.7% | $2,719+24.5% | $2,440+38.7% |
| Participant deferral / active EE | $5,165 | $3,538+46.0% | $4,070+26.9% | $3,608+43.2% |
| Admin fee / account holder | $3,583 | $6,839-47.6% | $7,890-54.6% | $5,124-30.1% |