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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 | $28,331 | $93,055-69.6% | $153,741-81.6% | $80,959-65.0% |
| Participation rate | 88.9% | 69.0%+19.9pp | 77.1%+11.8pp | 67.7%+21.2pp |
| Annual return | 15.41% | 19.97%-4.6pp | 15.71%-0.3pp | 35.67%-20.3pp |
| Employer contribution / active EE | $7,253 | $3,504+107.0% | $5,042+43.9% | $2,757+163.1% |
| Participant deferral / active EE | $6,266 | $5,172+21.1% | $6,757-7.3% | $4,300+45.7% |
| Admin fee / account holder | $1,907 | $8,881-78.5% | $12,749-85.0% | $6,925-72.5% |