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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 | $71,353-35.5% | $92,805-50.4% | $86,983-47.1% |
| Participation rate | 92.3% | 80.9%+11.4pp | 83.5%+8.8pp | 69.5%+22.8pp |
| Annual return | 39.87% | 44.68%-4.8pp | 31.59%+8.3pp | 25.83%+14.0pp |
| Employer contribution / active EE | $6,421 | $2,468+160.1% | $3,424+87.5% | $2,584+148.4% |
| Participant deferral / active EE | $13,973 | $6,966+100.6% | $8,448+65.4% | $4,194+233.2% |
| Admin fee / account holder | $2,914 | $6,099-52.2% | $10,911-73.3% | $7,856-62.9% |