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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 | $86,940-47.6% | $102,434-55.5% | $80,935-43.7% |
| Participation rate | 92.9% | 72.4%+20.5pp | 76.5%+16.3pp | 67.7%+25.2pp |
| Annual return | 25.92% | 18.89%+7.0pp | 29.46%-3.5pp | 35.66%-9.7pp |
| Employer contribution / active EE | $4,193 | $2,370+76.9% | $3,023+38.7% | $2,757+52.1% |
| Participant deferral / active EE | $7,568 | $4,121+83.6% | $5,055+49.7% | $4,299+76.0% |
| Admin fee / account holder | $2,551 | $8,047-68.3% | $9,462-73.0% | $6,924-63.2% |