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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 | $46,039 | $78,520-41.4% | $96,576-52.3% | $82,448-44.2% |
| Participation rate | 92.3% | 77.7%+14.6pp | 81.4%+10.9pp | 68.1%+24.2pp |
| Annual return | 39.87% | 41.30%-1.4pp | 38.47%+1.4pp | 41.64%-1.8pp |
| Employer contribution / active EE | $6,421 | $2,630+144.2% | $3,553+80.7% | $2,551+151.7% |
| Participant deferral / active EE | $13,973 | $6,754+106.9% | $7,956+75.6% | $4,139+237.6% |
| Admin fee / account holder | $2,914 | $13,455-78.3% | $11,381-74.4% | $7,234-59.7% |