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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 | $38,030 | $76,551-50.3% | $123,894-69.3% | $62,881-39.5% |
| Participation rate | 91.3% | 73.0%+18.3pp | 81.4%+9.9pp | 69.3%+22.0pp |
| Annual return | 22.61% | 18.68%+3.9pp | 47.52%-24.9pp | 20.14%+2.5pp |
| Employer contribution / active EE | $3,271 | $2,882+13.5% | $4,617-29.1% | $2,281+43.4% |
| Participant deferral / active EE | $3,753 | $4,840-22.5% | $5,984-37.3% | $3,203+17.2% |
| Admin fee / account holder | $2,537 | $4,826-47.4% | $8,357-69.6% | $4,296-40.9% |