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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 | $63,197 | $87,834-28.0% | $133,975-52.8% | $62,881+0.5% |
| Participation rate | 79.7% | 83.4%-3.7pp | 87.1%-7.4pp | 69.3%+10.4pp |
| Annual return | 41.11% | 12.05%+29.1pp | 29.29%+11.8pp | 20.14%+21.0pp |
| Employer contribution / active EE | $2,453 | $3,482-29.6% | $5,211-52.9% | $2,281+7.5% |
| Participant deferral / active EE | $5,534 | $4,812+15.0% | $6,282-11.9% | $3,203+72.8% |
| Admin fee / account holder | $1,612 | $5,372-70.0% | $9,324-82.7% | $4,296-62.5% |