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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 | $47,498 | $106,749-55.5% | $145,433-67.3% | $82,448-42.4% |
| Participation rate | 92.5% | 75.6%+16.9pp | 82.1%+10.4pp | 68.1%+24.4pp |
| Annual return | 35.49% | 27.59%+7.9pp | 66.58%-31.1pp | 41.64%-6.2pp |
| Employer contribution / active EE | $4,364 | $3,444+26.7% | $4,554-4.2% | $2,551+71.1% |
| Participant deferral / active EE | $9,402 | $6,519+44.2% | $7,897+19.0% | $4,139+127.1% |
| Admin fee / account holder | $11,035 | $8,390+31.5% | $13,129-15.9% | $7,234+52.5% |