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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 | $33,797 | $45,087-25.0% | $69,483-51.4% | $72,976-53.7% |
| Participation rate | 75.8% | 68.5%+7.3pp | 74.6%+1.2pp | 69.5%+6.3pp |
| Annual return | 25.12% | 22.67%+2.4pp | 28.99%-3.9pp | 81.02%-55.9pp |
| Employer contribution / active EE | $4,107 | $2,055+99.8% | $2,780+47.7% | $2,440+68.3% |
| Participant deferral / active EE | $3,637 | $2,603+39.7% | $3,537+2.8% | $3,608+0.8% |
| Admin fee / account holder | $4,058 | $3,057+32.8% | $3,841+5.7% | $5,124-20.8% |