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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 | $35,507 | $56,544-37.2% | $75,501-53.0% | $70,124-49.4% |
| Participation rate | 93.7% | 68.1%+25.5pp | 72.4%+21.3pp | 69.5%+24.1pp |
| Annual return | 20.93% | 23.59%-2.7pp | 27.35%-6.4pp | 73.14%-52.2pp |
| Employer contribution / active EE | $3,015 | $1,817+66.0% | $2,352+28.2% | $2,342+28.7% |
| Participant deferral / active EE | $7,040 | $2,580+172.9% | $3,142+124.0% | $3,332+111.3% |
| Admin fee / account holder | $421 | $3,827-89.0% | $5,801-92.7% | $4,645-90.9% |