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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 | $45,016 | $106,749-57.8% | $145,433-69.0% | $82,448-45.4% |
| Participation rate | 93.0% | 75.6%+17.4pp | 82.1%+10.9pp | 68.1%+25.0pp |
| Annual return | 29.12% | 27.59%+1.5pp | 66.58%-37.5pp | 41.64%-12.5pp |
| Employer contribution / active EE | $4,094 | $3,444+18.9% | $4,554-10.1% | $2,551+60.5% |
| Participant deferral / active EE | $15,186 | $6,519+133.0% | $7,897+92.3% | $4,139+266.9% |
| Admin fee / account holder | $3,825 | $8,390-54.4% | $13,129-70.9% | $7,234-47.1% |