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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 | $35,900 | $78,520-54.3% | $96,576-62.8% | $82,448-56.5% |
| Participation rate | 96.0% | 77.7%+18.3pp | 81.4%+14.6pp | 68.1%+27.9pp |
| Annual return | 25.52% | 41.30%-15.8pp | 38.47%-12.9pp | 41.64%-16.1pp |
| Employer contribution / active EE | $4,233 | $2,630+61.0% | $3,553+19.1% | $2,551+65.9% |
| Participant deferral / active EE | $7,820 | $6,754+15.8% | $7,956-1.7% | $4,139+88.9% |
| Admin fee / account holder | $4,888 | $13,455-63.7% | $11,381-57.1% | $7,234-32.4% |