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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 | $97,550-50.2% | $120,344-59.6% | $87,485-44.4% |
| Participation rate | 94.1% | 72.8%+21.3pp | 76.7%+17.4pp | 68.9%+25.2pp |
| Annual return | 27.39% | 18.41%+9.0pp | 20.30%+7.1pp | 26.06%+1.3pp |
| Employer contribution / active EE | $4,416 | $2,291+92.8% | $3,020+46.2% | $2,596+70.1% |
| Participant deferral / active EE | $10,931 | $4,230+158.4% | $5,135+112.9% | $4,274+155.8% |
| Admin fee / account holder | $6,225 | $9,543-34.8% | $12,742-51.1% | $7,775-19.9% |