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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 | $54,375 | $63,365-14.2% | $91,994-40.9% | $72,976-25.5% |
| Participation rate | 83.1% | 72.5%+10.6pp | 78.6%+4.5pp | 69.5%+13.6pp |
| Annual return | 42.59% | 35.35%+7.2pp | 69.04%-26.4pp | 81.02%-38.4pp |
| Employer contribution / active EE | $3,323 | $2,116+57.1% | $3,453-3.8% | $2,440+36.2% |
| Participant deferral / active EE | $7,163 | $4,883+46.7% | $5,924+20.9% | $3,608+98.5% |
| Admin fee / account holder | $3,667 | $4,670-21.5% | $7,744-52.6% | $5,124-28.4% |