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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 | $52,732 | $86,949-39.4% | $102,460-48.5% | $80,959-34.9% |
| Participation rate | 84.2% | 72.4%+11.8pp | 76.5%+7.7pp | 67.7%+16.5pp |
| Annual return | 24.16% | 18.89%+5.3pp | 29.47%-5.3pp | 35.67%-11.5pp |
| Employer contribution / active EE | $4,860 | $2,370+105.1% | $3,025+60.7% | $2,757+76.3% |
| Participant deferral / active EE | $13,725 | $4,121+233.0% | $5,056+171.5% | $4,300+219.2% |
| Admin fee / account holder | $2,115 | $8,048-73.7% | $9,460-77.6% | $6,925-69.5% |