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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 | $53,650 | $81,947-34.5% | $105,387-49.1% | $72,976-26.5% |
| Participation rate | 94.1% | 76.5%+17.6pp | 82.6%+11.6pp | 69.5%+24.6pp |
| Annual return | 23.26% | 42.90%-19.6pp | 26.82%-3.6pp | 81.02%-57.8pp |
| Employer contribution / active EE | $5,261 | $3,468+51.7% | $4,213+24.9% | $2,440+115.6% |
| Participant deferral / active EE | $7,713 | $4,494+71.6% | $5,502+40.2% | $3,608+113.8% |
| Admin fee / account holder | $1,794 | $6,258-71.3% | $6,559-72.6% | $5,124-65.0% |