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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 | $27,504 | $88,042-68.8% | $138,135-80.1% | $79,858-65.6% |
| Participation rate | 80.0% | 71.4%+8.6pp | 78.7%+1.3pp | 69.6%+10.4pp |
| Annual return | 26.29% | 20.58%+5.7pp | 20.51%+5.8pp | 31.72%-5.4pp |
| Employer contribution / active EE | $5,029 | $3,103+62.1% | $5,587-10.0% | $2,471+103.5% |
| Participant deferral / active EE | $7,113 | $4,704+51.2% | $6,431+10.6% | $3,740+90.2% |
| Admin fee / account holder | $4,247 | $7,791-45.5% | $11,856-64.2% | $5,306-20.0% |