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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 | $35,473 | $51,708-31.4% | $106,619-66.7% | $62,881-43.6% |
| Participation rate | 88.0% | 66.9%+21.1pp | 78.0%+10.0pp | 69.3%+18.7pp |
| Annual return | 11.38% | 4.69%+6.7pp | 9.42%+2.0pp | 20.14%-8.8pp |
| Employer contribution / active EE | $6,667 | $1,764+278.0% | $3,947+68.9% | $2,281+192.3% |
| Participant deferral / active EE | $3,151 | $2,315+36.1% | $3,930-19.8% | $3,203-1.6% |
| Admin fee / account holder | $1,173 | $3,349-65.0% | $6,418-81.7% | $4,296-72.7% |