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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 | $37,733 | $106,864-64.7% | $147,318-74.4% | $82,637-54.3% |
| Participation rate | 95.2% | 75.5%+19.7pp | 82.1%+13.1pp | 68.1%+27.1pp |
| Annual return | 19.16% | 27.49%-8.3pp | 70.43%-51.3pp | 53.51%-34.3pp |
| Employer contribution / active EE | $2,820 | $3,417-17.5% | $4,593-38.6% | $2,552+10.5% |
| Participant deferral / active EE | $5,049 | $6,496-22.3% | $7,906-36.1% | $4,126+22.4% |
| Admin fee / account holder | $1,759 | $8,415-79.1% | $13,708-87.2% | $7,339-76.0% |