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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 | $97,550-60.3% | $120,344-67.8% | $87,485-55.7% |
| Participation rate | 80.3% | 72.8%+7.5pp | 76.7%+3.6pp | 68.9%+11.4pp |
| Annual return | 23.34% | 18.41%+4.9pp | 20.30%+3.0pp | 26.06%-2.7pp |
| Employer contribution / active EE | $3,443 | $2,291+50.3% | $3,020+14.0% | $2,596+32.6% |
| Participant deferral / active EE | $7,286 | $4,230+72.3% | $5,135+41.9% | $4,274+70.5% |
| Admin fee / account holder | $6,765 | $9,543-29.1% | $12,742-46.9% | $7,775-13.0% |