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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 | $26,417 | $88,707-70.2% | $74,184-64.4% | $273,972-90.4% |
| Participation rate | 89.5% | 79.4%+10.0pp | 76.6%+12.9pp | 83.0%+6.5pp |
| Annual return | 37.73% | 11.94%+25.8pp | 17.74%+20.0pp | 41.46%-3.7pp |
| Employer contribution / active EE | $2,689 | $3,159-14.9% | $2,370+13.4% | $4,869-44.8% |
| Participant deferral / active EE | $7,312 | $4,212+73.6% | $3,550+106.0% | $5,287+38.3% |
| Admin fee / account holder | $2,727 | $8,717-68.7% | $5,586-51.2% | $10,133-73.1% |