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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 | $50,287 | $95,404-47.3% | $113,397-55.7% | $82,637-39.1% |
| Participation rate | 87.8% | 72.8%+15.0pp | 76.5%+11.3pp | 68.1%+19.8pp |
| Annual return | 20.80% | 19.08%+1.7pp | 23.20%-2.4pp | 53.51%-32.7pp |
| Employer contribution / active EE | $2,764 | $2,307+19.8% | $2,977-7.2% | $2,552+8.3% |
| Participant deferral / active EE | $4,535 | $4,220+7.5% | $5,076-10.7% | $4,126+9.9% |
| Admin fee / account holder | $2,895 | $9,168-68.4% | $11,957-75.8% | $7,339-60.6% |