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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 | $36,341 | $94,031-61.4% | $115,768-68.6% | $82,448-55.9% |
| Participation rate | 90.2% | 70.4%+19.8pp | 74.4%+15.9pp | 68.1%+22.2pp |
| Annual return | 25.84% | 20.61%+5.2pp | 100.46%-74.6pp | 41.64%-15.8pp |
| Employer contribution / active EE | $5,779 | $2,323+148.7% | $2,940+96.6% | $2,551+126.6% |
| Participant deferral / active EE | $3,492 | $3,972-12.1% | $4,917-29.0% | $4,139-15.6% |
| Admin fee / account holder | $2,832 | $10,249-72.4% | $12,439-77.2% | $7,234-60.9% |