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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 | $27,594 | $57,828-52.3% | $117,039-76.4% | $70,126-60.7% |
| Participation rate | 85.3% | 67.1%+18.2pp | 77.2%+8.1pp | 69.5%+15.8pp |
| Annual return | 25.09% | 17.55%+7.5pp | 18.95%+6.1pp | 73.15%-48.1pp |
| Employer contribution / active EE | $5,161 | $1,816+184.2% | $3,785+36.4% | $2,343+120.3% |
| Participant deferral / active EE | $3,385 | $2,438+38.9% | $3,929-13.9% | $3,332+1.6% |
| Admin fee / account holder | $920 | $3,548-74.1% | $5,974-84.6% | $4,645-80.2% |