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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 | $106,524-51.8% | $152,301-66.3% | $87,485-41.4% |
| Participation rate | 95.8% | 75.8%+20.0pp | 82.4%+13.3pp | 68.9%+26.9pp |
| Annual return | 30.57% | 26.89%+3.7pp | 80.50%-49.9pp | 26.06%+4.5pp |
| Employer contribution / active EE | $3,728 | $3,371+10.6% | $4,624-19.4% | $2,596+43.6% |
| Participant deferral / active EE | $8,227 | $6,525+26.1% | $8,004+2.8% | $4,274+92.5% |
| Admin fee / account holder | $5,796 | $8,287-30.1% | $14,398-59.7% | $7,775-25.5% |