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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 | $40,560 | $78,520-48.3% | $96,576-58.0% | $82,448-50.8% |
| Participation rate | 88.5% | 77.7%+10.7pp | 81.4%+7.0pp | 68.1%+20.4pp |
| Annual return | 25.70% | 41.30%-15.6pp | 38.47%-12.8pp | 41.64%-15.9pp |
| Employer contribution / active EE | $3,382 | $2,630+28.6% | $3,553-4.8% | $2,551+32.6% |
| Participant deferral / active EE | $8,211 | $6,754+21.6% | $7,956+3.2% | $4,139+98.4% |
| Admin fee / account holder | $1,058 | $13,455-92.1% | $11,381-90.7% | $7,234-85.4% |