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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 | $53,430 | $91,439-41.6% | $135,974-60.7% | $71,511-25.3% |
| Participation rate | 86.2% | 75.7%+10.5pp | 81.9%+4.2pp | 67.9%+18.2pp |
| Annual return | 18.32% | 29.90%-11.6pp | 68.30%-50.0pp | 28.86%-10.5pp |
| Employer contribution / active EE | $6,479 | $3,705+74.9% | $4,859+33.3% | $2,589+150.2% |
| Participant deferral / active EE | $5,982 | $7,093-15.7% | $7,760-22.9% | $4,291+39.4% |
| Admin fee / account holder | $2,463 | $1,267+94.4% | $10,767-77.1% | $1,588+55.0% |