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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 | $44,565 | $78,423-43.2% | $95,964-53.6% | $79,856-44.2% |
| Participation rate | 87.9% | 73.5%+14.4pp | 77.1%+10.8pp | 69.6%+18.2pp |
| Annual return | 29.43% | 19.37%+10.1pp | 91.64%-62.2pp | 31.71%-2.3pp |
| Employer contribution / active EE | $2,538 | $1,945+30.4% | $2,541-0.1% | $2,471+2.7% |
| Participant deferral / active EE | $6,483 | $3,440+88.4% | $4,167+55.6% | $3,741+73.3% |
| Admin fee / account holder | $10,319 | $5,622+83.6% | $6,797+51.8% | $5,306+94.5% |