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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 | $42,300 | $86,938-51.3% | $102,423-58.7% | $80,925-47.7% |
| Participation rate | 80.9% | 72.4%+8.5pp | 76.5%+4.3pp | 67.7%+13.2pp |
| Annual return | 60.20% | 18.89%+41.3pp | 29.42%+30.8pp | 35.65%+24.6pp |
| Employer contribution / active EE | $2,502 | $2,369+5.6% | $3,023-17.2% | $2,756-9.2% |
| Participant deferral / active EE | $5,645 | $4,120+37.0% | $5,054+11.7% | $4,299+31.3% |
| Admin fee / account holder | $312 | $8,053-96.1% | $9,455-96.7% | $6,940-95.5% |