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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 | $32,326 | $76,551-57.8% | $123,894-73.9% | $62,881-48.6% |
| Participation rate | 71.4% | 73.0%-1.6pp | 81.4%-10.0pp | 69.3%+2.1pp |
| Annual return | 24.52% | 18.68%+5.8pp | 47.52%-23.0pp | 20.14%+4.4pp |
| Employer contribution / active EE | $4,193 | $2,882+45.5% | $4,617-9.2% | $2,281+83.8% |
| Participant deferral / active EE | $5,364 | $4,840+10.8% | $5,984-10.4% | $3,203+67.5% |
| Admin fee / account holder | $1,190 | $4,826-75.3% | $8,357-85.8% | $4,296-72.3% |