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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 | $56,279 | $91,198-38.3% | $178,503-68.5% | $79,856-29.5% |
| Participation rate | 87.0% | 69.2%+17.8pp | 81.9%+5.1pp | 69.6%+17.4pp |
| Annual return | 34.02% | 24.20%+9.8pp | 151.12%-117.1pp | 31.71%+2.3pp |
| Employer contribution / active EE | $4,850 | $3,257+48.9% | $5,011-3.2% | $2,471+96.3% |
| Participant deferral / active EE | $10,458 | $3,237+223.1% | $5,202+101.0% | $3,741+179.6% |
| Admin fee / account holder | $6,444 | $6,748-4.5% | $13,987-53.9% | $5,306+21.4% |