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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 | $49,086 | $95,404-48.5% | $113,397-56.7% | $82,637-40.6% |
| Participation rate | 95.5% | 72.8%+22.6pp | 76.5%+19.0pp | 68.1%+27.4pp |
| Annual return | 19.51% | 19.08%+0.4pp | 23.20%-3.7pp | 53.51%-34.0pp |
| Employer contribution / active EE | $2,951 | $2,307+27.9% | $2,977-0.9% | $2,552+15.6% |
| Participant deferral / active EE | $7,745 | $4,220+83.6% | $5,076+52.6% | $4,126+87.7% |
| Admin fee / account holder | $1,085 | $9,168-88.2% | $11,957-90.9% | $7,339-85.2% |