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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 | $31,610 | $106,749-70.4% | $145,433-78.3% | $82,448-61.7% |
| Participation rate | 87.5% | 75.6%+11.9pp | 82.1%+5.4pp | 68.1%+19.4pp |
| Annual return | 25.15% | 27.59%-2.4pp | 66.58%-41.4pp | 41.64%-16.5pp |
| Employer contribution / active EE | $4,433 | $3,444+28.7% | $4,554-2.7% | $2,551+73.8% |
| Participant deferral / active EE | $8,125 | $6,519+24.6% | $7,897+2.9% | $4,139+96.3% |
| Admin fee / account holder | $1,423 | $8,390-83.0% | $13,129-89.2% | $7,234-80.3% |