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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 | $31,463 | $86,919-63.8% | $102,457-69.3% | $80,911-61.1% |
| Participation rate | 97.6% | 72.4%+25.2pp | 76.5%+21.1pp | 67.6%+29.9pp |
| Annual return | 13.36% | 18.90%-5.5pp | 29.41%-16.0pp | 35.63%-22.3pp |
| Employer contribution / active EE | $3,172 | $2,368+33.9% | $3,022+5.0% | $2,756+15.1% |
| Participant deferral / active EE | $7,209 | $4,119+75.0% | $5,054+42.6% | $4,297+67.8% |
| Admin fee / account holder | $8,603 | $8,049+6.9% | $9,451-9.0% | $6,935+24.1% |