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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 | $39,695 | $58,655-32.3% | $91,994-56.9% | $65,186-39.1% |
| Participation rate | 98.4% | 75.3%+23.1pp | 78.6%+19.8pp | 70.2%+28.2pp |
| Annual return | 27.82% | 33.92%-6.1pp | 69.04%-41.2pp | 29.39%-1.6pp |
| Employer contribution / active EE | $3,939 | $2,080+89.3% | $3,453+14.1% | $2,177+81.0% |
| Participant deferral / active EE | $6,507 | $5,474+18.9% | $5,924+9.8% | $3,514+85.2% |
| Admin fee / account holder | $1,714 | $434+294.8% | $7,744-77.9% | $847+102.3% |