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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 | $42,852 | $76,371-43.9% | $93,621-54.2% | $72,975-41.3% |
| Participation rate | 76.3% | 71.8%+4.6pp | 75.8%+0.5pp | 69.5%+6.8pp |
| Annual return | 24.51% | 25.82%-1.3pp | 32.76%-8.3pp | 81.01%-56.5pp |
| Employer contribution / active EE | $2,485 | $2,276+9.2% | $2,719-8.6% | $2,440+1.9% |
| Participant deferral / active EE | $4,848 | $3,538+37.0% | $4,070+19.1% | $3,608+34.4% |
| Admin fee / account holder | $11,400 | $6,839+66.7% | $7,890+44.5% | $5,124+122.5% |