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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 | $29,994 | $83,061-63.9% | $126,068-76.2% | $94,015-68.1% |
| Participation rate | 90.0% | 81.2%+8.8pp | 84.7%+5.3pp | 70.8%+19.2pp |
| Annual return | 23.12% | 20.41%+2.7pp | 15.01%+8.1pp | 17.84%+5.3pp |
| Employer contribution / active EE | $2,403 | $2,864-16.1% | $3,968-39.4% | $2,790-13.9% |
| Participant deferral / active EE | $7,606 | $7,042+8.0% | $8,214-7.4% | $4,249+79.0% |
| Admin fee / account holder | $1,339 | $7,208-81.4% | $18,264-92.7% | $8,951-85.0% |