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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 | $35,858 | $106,524-66.3% | $152,301-76.5% | $87,485-59.0% |
| Participation rate | 92.1% | 75.8%+16.3pp | 82.4%+9.6pp | 68.9%+23.1pp |
| Annual return | 28.92% | 26.89%+2.0pp | 80.50%-51.6pp | 26.06%+2.9pp |
| Employer contribution / active EE | $3,157 | $3,371-6.4% | $4,624-31.7% | $2,596+21.6% |
| Participant deferral / active EE | $6,351 | $6,525-2.7% | $8,004-20.7% | $4,274+48.6% |
| Admin fee / account holder | $4,950 | $8,287-40.3% | $14,398-65.6% | $7,775-36.3% |