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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 | $42,531 | $81,504-47.8% | $102,437-58.5% | $80,959-47.5% |
| Participation rate | 72.4% | 66.9%+5.6pp | 74.5%-2.1pp | 67.7%+4.7pp |
| Annual return | 31.47% | 25.60%+5.9pp | 24.95%+6.5pp | 35.67%-4.2pp |
| Employer contribution / active EE | $3,088 | $3,104-0.5% | $3,871-20.2% | $2,757+12.0% |
| Participant deferral / active EE | $8,180 | $3,871+111.3% | $5,060+61.7% | $4,300+90.2% |
| Admin fee / account holder | $8,475 | $6,719+26.1% | $8,388+1.0% | $6,925+22.4% |