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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 | $31,745 | $72,486-56.2% | $87,103-63.6% | $72,976-56.5% |
| Participation rate | 74.5% | 72.8%+1.7pp | 76.9%-2.4pp | 69.5%+5.0pp |
| Annual return | 35.04% | 24.46%+10.6pp | 28.19%+6.8pp | 81.02%-46.0pp |
| Employer contribution / active EE | $2,053 | $1,894+8.4% | $2,521-18.6% | $2,440-15.9% |
| Participant deferral / active EE | $4,720 | $3,270+44.3% | $4,049+16.6% | $3,608+30.8% |
| Admin fee / account holder | $4,213 | $5,055-16.6% | $7,491-43.8% | $5,124-17.8% |