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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 | $39,197 | $76,551-48.8% | $123,894-68.4% | $62,881-37.7% |
| Participation rate | 78.8% | 73.0%+5.9pp | 81.4%-2.6pp | 69.3%+9.5pp |
| Annual return | 14.85% | 18.68%-3.8pp | 47.52%-32.7pp | 20.14%-5.3pp |
| Employer contribution / active EE | $3,480 | $2,882+20.7% | $4,617-24.6% | $2,281+52.6% |
| Participant deferral / active EE | $8,443 | $4,840+74.5% | $5,984+41.1% | $3,203+163.6% |
| Admin fee / account holder | $4,059 | $4,826-15.9% | $8,357-51.4% | $4,296-5.5% |