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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 | $49,567 | $72,492-31.6% | $87,104-43.1% | $72,975-32.1% |
| Participation rate | 92.0% | 72.8%+19.2pp | 76.9%+15.1pp | 69.5%+22.5pp |
| Annual return | 25.60% | 24.46%+1.1pp | 28.19%-2.6pp | 81.01%-55.4pp |
| Employer contribution / active EE | $4,058 | $1,894+114.3% | $2,521+60.9% | $2,440+66.3% |
| Participant deferral / active EE | $6,543 | $3,270+100.1% | $4,048+61.6% | $3,608+81.4% |
| Admin fee / account holder | $1,672 | $5,055-66.9% | $7,491-77.7% | $5,124-67.4% |