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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 | $36,083 | $72,273-50.1% | $101,275-64.4% | $79,856-54.8% |
| Participation rate | 74.1% | 68.5%+5.6pp | 75.8%-1.7pp | 69.6%+4.4pp |
| Annual return | 26.62% | 22.30%+4.3pp | 46.48%-19.9pp | 31.71%-5.1pp |
| Employer contribution / active EE | $3,673 | $2,691+36.5% | $3,660+0.4% | $2,471+48.6% |
| Participant deferral / active EE | $7,332 | $3,282+123.4% | $4,371+67.8% | $3,741+96.0% |
| Admin fee / account holder | $427 | $4,401-90.3% | $5,948-92.8% | $5,306-92.0% |