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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 | $77,523-34.9% | $100,383-49.7% | $80,874-37.6% |
| Participation rate | 93.3% | 77.0%+16.4pp | 81.5%+11.8pp | 67.6%+25.7pp |
| Annual return | 29.45% | 37.21%-7.8pp | 49.26%-19.8pp | 35.62%-6.2pp |
| Employer contribution / active EE | $3,148 | $2,801+12.4% | $3,944-20.2% | $2,756+14.2% |
| Participant deferral / active EE | $7,623 | $6,822+11.7% | $8,086-5.7% | $4,297+77.4% |
| Admin fee / account holder | $3,203 | $5,899-45.7% | $7,900-59.5% | $6,935-53.8% |