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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 | $53,638 | $65,395-18.0% | $182,558-70.6% | $72,976-26.5% |
| Participation rate | 77.8% | 65.4%+12.3pp | 78.0%-0.2pp | 69.5%+8.3pp |
| Annual return | 29.37% | 27.68%+1.7pp | 148.59%-119.2pp | 81.02%-51.6pp |
| Employer contribution / active EE | $3,757 | $1,911+96.6% | $4,076-7.8% | $2,440+54.0% |
| Participant deferral / active EE | $6,774 | $3,563+90.1% | $5,526+22.6% | $3,608+87.8% |
| Admin fee / account holder | $6,728 | $4,245+58.5% | $8,594-21.7% | $5,124+31.3% |