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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 | $51,307 | $106,749-51.9% | $145,433-64.7% | $82,448-37.8% |
| Participation rate | 95.8% | 75.6%+20.1pp | 82.1%+13.7pp | 68.1%+27.7pp |
| Annual return | 30.57% | 27.59%+3.0pp | 66.58%-36.0pp | 41.64%-11.1pp |
| Employer contribution / active EE | $3,728 | $3,444+8.2% | $4,554-18.1% | $2,551+46.1% |
| Participant deferral / active EE | $8,227 | $6,519+26.2% | $7,897+4.2% | $4,139+98.8% |
| Admin fee / account holder | $5,796 | $8,390-30.9% | $13,129-55.9% | $7,234-19.9% |