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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 | $48,603 | $95,453-49.1% | $112,040-56.6% | $82,448-41.1% |
| Participation rate | 94.1% | 72.8%+21.4pp | 76.5%+17.6pp | 68.1%+26.0pp |
| Annual return | 27.39% | 23.92%+3.5pp | 24.52%+2.9pp | 41.64%-14.3pp |
| Employer contribution / active EE | $4,416 | $2,318+90.5% | $2,954+49.5% | $2,551+73.1% |
| Participant deferral / active EE | $10,931 | $4,224+158.8% | $5,098+114.4% | $4,139+164.1% |
| Admin fee / account holder | $6,225 | $9,013-30.9% | $12,098-48.5% | $7,234-14.0% |