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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 | $31,703 | $73,978-57.1% | $96,515-67.2% | $75,173-57.8% |
| Participation rate | 93.7% | 66.4%+27.2pp | 74.3%+19.3pp | 67.2%+26.4pp |
| Annual return | 31.43% | 26.72%+4.7pp | 35.73%-4.3pp | 160.72%-129.3pp |
| Employer contribution / active EE | $3,175 | $2,931+8.3% | $3,740-15.1% | $2,671+18.9% |
| Participant deferral / active EE | $5,596 | $3,660+52.9% | $4,880+14.7% | $4,126+35.6% |
| Admin fee / account holder | $1,242 | $5,219-76.2% | $6,735-81.6% | $5,651-78.0% |