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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 | $45,396 | $86,938-47.8% | $102,423-55.7% | $80,925-43.9% |
| Participation rate | 83.3% | 72.4%+11.0pp | 76.5%+6.8pp | 67.7%+15.7pp |
| Annual return | 37.87% | 18.89%+19.0pp | 29.42%+8.4pp | 35.65%+2.2pp |
| Employer contribution / active EE | $4,801 | $2,369+102.6% | $3,023+58.8% | $2,756+74.2% |
| Participant deferral / active EE | $9,030 | $4,120+119.2% | $5,054+78.7% | $4,299+110.1% |
| Admin fee / account holder | $2,547 | $8,053-68.4% | $9,455-73.1% | $6,940-63.3% |