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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 | $57,244 | $86,938-34.2% | $102,423-44.1% | $80,925-29.3% |
| Participation rate | 93.2% | 72.4%+20.8pp | 76.5%+16.7pp | 67.7%+25.5pp |
| Annual return | 34.00% | 18.89%+15.1pp | 29.42%+4.6pp | 35.65%-1.7pp |
| Employer contribution / active EE | $3,679 | $2,369+55.3% | $3,023+21.7% | $2,756+33.5% |
| Participant deferral / active EE | $10,574 | $4,120+156.6% | $5,054+109.2% | $4,299+146.0% |
| Admin fee / account holder | $5,805 | $8,053-27.9% | $9,455-38.6% | $6,940-16.4% |