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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 | $50,493 | $77,472-34.8% | $100,415-49.7% | $80,959-37.6% |
| Participation rate | 93.3% | 76.9%+16.4pp | 81.5%+11.8pp | 67.7%+25.7pp |
| Annual return | 29.45% | 37.26%-7.8pp | 49.47%-20.0pp | 35.67%-6.2pp |
| Employer contribution / active EE | $3,148 | $2,800+12.4% | $3,943-20.2% | $2,757+14.2% |
| Participant deferral / active EE | $7,623 | $6,818+11.8% | $8,091-5.8% | $4,300+77.3% |
| Admin fee / account holder | $3,203 | $5,885-45.6% | $7,906-59.5% | $6,925-53.7% |