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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 | $60,422 | $75,963-20.5% | $97,995-38.3% | $70,126-13.8% |
| Participation rate | 88.9% | 77.0%+11.9pp | 82.4%+6.5pp | 69.5%+19.3pp |
| Annual return | 17.42% | 19.26%-1.8pp | 23.94%-6.5pp | 73.15%-55.7pp |
| Employer contribution / active EE | $5,397 | $3,278+64.6% | $4,158+29.8% | $2,343+130.4% |
| Participant deferral / active EE | $7,340 | $4,053+81.1% | $5,097+44.0% | $3,332+120.3% |
| Admin fee / account holder | $7,580 | $5,407+40.2% | $5,943+27.5% | $4,645+63.2% |