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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 | $41,852 | $39,132+7.0% | $57,196-26.8% | $62,881-33.4% |
| Participation rate | 95.4% | 70.5%+24.9pp | 75.3%+20.1pp | 69.3%+26.1pp |
| Annual return | 15.49% | 9.24%+6.3pp | 14.59%+0.9pp | 20.14%-4.7pp |
| Employer contribution / active EE | $5,044 | $1,874+169.2% | $2,683+88.0% | $2,281+121.1% |
| Participant deferral / active EE | $3,216 | $2,374+35.5% | $3,096+3.9% | $3,203+0.4% |
| Admin fee / account holder | $6,912 | $2,594+166.5% | $3,141+120.1% | $4,296+60.9% |