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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 | $35,752 | $102,245-65.0% | $89,340-60.0% | $137,256-74.0% |
| Participation rate | 92.9% | 74.9%+18.0pp | 69.6%+23.3pp | 80.0%+12.9pp |
| Annual return | 22.34% | 21.89%+0.5pp | 20.57%+1.8pp | 220.34%-198.0pp |
| Employer contribution / active EE | $7,430 | $2,529+193.8% | $2,231+233.0% | $4,156+78.8% |
| Participant deferral / active EE | $5,843 | $4,436+31.7% | $3,823+52.8% | $6,407-8.8% |
| Admin fee / account holder | $1,999 | $8,085-75.3% | $6,704-70.2% | $12,270-83.7% |