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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 | $87,059-62.7% | $105,608-69.2% | $80,925-59.8% |
| Participation rate | 86.8% | 70.4%+16.4pp | 75.3%+11.6pp | 67.7%+19.2pp |
| Annual return | 27.64% | 17.05%+10.6pp | 116.50%-88.9pp | 35.65%-8.0pp |
| Employer contribution / active EE | $4,844 | $2,396+102.1% | $3,167+53.0% | $2,756+75.8% |
| Participant deferral / active EE | $3,398 | $3,986-14.8% | $5,010-32.2% | $4,299-21.0% |
| Admin fee / account holder | $1,498 | $8,443-82.3% | $11,028-86.4% | $6,940-78.4% |