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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 | $33,374 | $82,523-59.6% | $115,752-71.2% | $70,126-52.4% |
| Participation rate | 90.7% | 74.0%+16.8pp | 77.8%+13.0pp | 69.5%+21.2pp |
| Annual return | 25.90% | 28.22%-2.3pp | 19.41%+6.5pp | 73.15%-47.2pp |
| Employer contribution / active EE | $2,931 | $2,758+6.3% | $3,492-16.1% | $2,343+25.1% |
| Participant deferral / active EE | $5,482 | $4,062+34.9% | $5,204+5.3% | $3,332+64.5% |
| Admin fee / account holder | $755 | $4,552-83.4% | $6,278-88.0% | $4,645-83.7% |