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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 | $38,744 | $95,453-59.4% | $112,040-65.4% | $82,448-53.0% |
| Participation rate | 80.3% | 72.8%+7.5pp | 76.5%+3.8pp | 68.1%+12.2pp |
| Annual return | 23.34% | 23.92%-0.6pp | 24.52%-1.2pp | 41.64%-18.3pp |
| Employer contribution / active EE | $3,443 | $2,318+48.5% | $2,954+16.6% | $2,551+35.0% |
| Participant deferral / active EE | $7,286 | $4,224+72.5% | $5,098+42.9% | $4,139+76.0% |
| Admin fee / account holder | $6,765 | $9,013-24.9% | $12,098-44.1% | $7,234-6.5% |