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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 | $62,587 | $95,762-34.6% | $379,746-83.5% | $79,852-21.6% |
| Participation rate | 92.9% | 74.0%+18.9pp | 78.4%+14.4pp | 69.6%+23.2pp |
| Annual return | 30.27% | 18.26%+12.0pp | 34.90%-4.6pp | 31.72%-1.4pp |
| Employer contribution / active EE | $996 | $2,695-63.0% | $3,540-71.9% | $2,471-59.7% |
| Participant deferral / active EE | $14,938 | $4,705+217.5% | $6,024+148.0% | $3,740+299.4% |
| Admin fee / account holder | $5,432 | $6,745-19.5% | $7,927-31.5% | $5,306+2.4% |