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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 | $32,509 | $87,132-62.7% | $105,624-69.2% | $80,959-59.8% |
| Participation rate | 86.8% | 70.4%+16.4pp | 75.3%+11.6pp | 67.7%+19.2pp |
| Annual return | 27.64% | 17.03%+10.6pp | 116.20%-88.6pp | 35.67%-8.0pp |
| Employer contribution / active EE | $4,844 | $2,397+102.1% | $3,168+52.9% | $2,757+75.7% |
| Participant deferral / active EE | $3,398 | $3,985-14.7% | $5,013-32.2% | $4,300-21.0% |
| Admin fee / account holder | $1,498 | $8,449-82.3% | $10,961-86.3% | $6,925-78.4% |