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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 | $45,590 | $86,919-47.5% | $102,457-55.5% | $80,911-43.7% |
| Participation rate | 92.9% | 72.4%+20.5pp | 76.5%+16.4pp | 67.6%+25.2pp |
| Annual return | 25.92% | 18.90%+7.0pp | 29.41%-3.5pp | 35.63%-9.7pp |
| Employer contribution / active EE | $4,193 | $2,368+77.0% | $3,022+38.7% | $2,756+52.1% |
| Participant deferral / active EE | $7,568 | $4,119+83.7% | $5,054+49.7% | $4,297+76.1% |
| Admin fee / account holder | $2,551 | $8,049-68.3% | $9,451-73.0% | $6,935-63.2% |