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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 | $59,932 | $106,749-43.9% | $145,433-58.8% | $82,448-27.3% |
| Participation rate | 86.3% | 75.6%+10.6pp | 82.1%+4.2pp | 68.1%+18.2pp |
| Annual return | 29.34% | 27.59%+1.7pp | 66.58%-37.2pp | 41.64%-12.3pp |
| Employer contribution / active EE | $5,242 | $3,444+52.2% | $4,554+15.1% | $2,551+105.5% |
| Participant deferral / active EE | $8,914 | $6,519+36.8% | $7,897+12.9% | $4,139+115.4% |
| Admin fee / account holder | $5,825 | $8,390-30.6% | $13,129-55.6% | $7,234-19.5% |