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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 | $33,005 | $106,524-69.0% | $152,301-78.3% | $87,485-62.3% |
| Participation rate | 91.8% | 75.8%+16.1pp | 82.4%+9.4pp | 68.9%+22.9pp |
| Annual return | 28.53% | 26.89%+1.6pp | 80.50%-52.0pp | 26.06%+2.5pp |
| Employer contribution / active EE | $4,119 | $3,371+22.2% | $4,624-10.9% | $2,596+58.7% |
| Participant deferral / active EE | $7,025 | $6,525+7.7% | $8,004-12.2% | $4,274+64.4% |
| Admin fee / account holder | $3,356 | $8,287-59.5% | $14,398-76.7% | $7,775-56.8% |