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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 | $71,735 | $80,983-11.4% | $96,544-25.7% | $75,177-4.6% |
| Participation rate | 78.2% | 71.8%+6.4pp | 76.0%+2.2pp | 67.2%+11.0pp |
| Annual return | 32.10% | 27.05%+5.0pp | 25.88%+6.2pp | 160.75%-128.7pp |
| Employer contribution / active EE | $3,522 | $2,282+54.3% | $2,966+18.7% | $2,671+31.8% |
| Participant deferral / active EE | $8,451 | $3,929+115.1% | $4,851+74.2% | $4,126+104.8% |
| Admin fee / account holder | $4,407 | $6,717-34.4% | $8,254-46.6% | $5,651-22.0% |