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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 | $27,284 | $78,520-65.3% | $96,576-71.7% | $82,448-66.9% |
| Participation rate | 87.3% | 77.7%+9.5pp | 81.4%+5.8pp | 68.1%+19.2pp |
| Annual return | 36.87% | 41.30%-4.4pp | 38.47%-1.6pp | 41.64%-4.8pp |
| Employer contribution / active EE | $5,453 | $2,630+107.4% | $3,553+53.5% | $2,551+113.8% |
| Participant deferral / active EE | $9,650 | $6,754+42.9% | $7,956+21.3% | $4,139+133.1% |
| Admin fee / account holder | $1,536 | $13,455-88.6% | $11,381-86.5% | $7,234-78.8% |