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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 | $41,248 | $181,896-77.3% | $156,551-73.7% | $273,972-84.9% |
| Participation rate | 80.0% | 88.4%-8.4pp | 84.0%-4.0pp | 83.0%-3.0pp |
| Annual return | 48.64% | 30.74%+17.9pp | 32.23%+16.4pp | 41.46%+7.2pp |
| Employer contribution / active EE | $2,275 | $6,248-63.6% | $5,501-58.6% | $4,869-53.3% |
| Participant deferral / active EE | $2,129 | $5,550-61.6% | $4,871-56.3% | $5,287-59.7% |
| Admin fee / account holder | $1,689 | $15,560-89.1% | $13,028-87.0% | $10,133-83.3% |