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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 | $28,901 | $78,520-63.2% | $96,576-70.1% | $82,448-64.9% |
| Participation rate | 90.6% | 77.7%+12.9pp | 81.4%+9.2pp | 68.1%+22.6pp |
| Annual return | 38.79% | 41.30%-2.5pp | 38.47%+0.3pp | 41.64%-2.8pp |
| Employer contribution / active EE | $5,232 | $2,630+99.0% | $3,553+47.3% | $2,551+105.1% |
| Participant deferral / active EE | $10,444 | $6,754+54.6% | $7,956+31.3% | $4,139+152.3% |
| Admin fee / account holder | $6,719 | $13,455-50.1% | $11,381-41.0% | $7,234-7.1% |