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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 | $48,477 | $76,551-36.7% | $123,894-60.9% | $62,881-22.9% |
| Participation rate | 80.0% | 73.0%+7.0pp | 81.4%-1.4pp | 69.3%+10.7pp |
| Annual return | 28.74% | 18.68%+10.1pp | 47.52%-18.8pp | 20.14%+8.6pp |
| Employer contribution / active EE | $1,035 | $2,882-64.1% | $4,617-77.6% | $2,281-54.6% |
| Participant deferral / active EE | $7,092 | $4,840+46.5% | $5,984+18.5% | $3,203+121.4% |
| Admin fee / account holder | $1,656 | $4,826-65.7% | $8,357-80.2% | $4,296-61.5% |