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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 | $76,757 | $109,359-29.8% | $162,171-52.7% | $72,983+5.2% |
| Participation rate | 97.1% | 84.3%+12.8pp | 87.6%+9.5pp | 69.5%+27.6pp |
| Annual return | 48.29% | 25.46%+22.8pp | 115.60%-67.3pp | 81.01%-32.7pp |
| Employer contribution / active EE | $3,059 | $3,907-21.7% | $5,613-45.5% | $2,440+25.4% |
| Participant deferral / active EE | $7,677 | $5,481+40.1% | $7,297+5.2% | $3,608+112.8% |
| Admin fee / account holder | $3,110 | $7,972-61.0% | $10,843-71.3% | $5,124-39.3% |