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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 | $32,509 | $87,060-62.7% | $105,591-69.2% | $80,911-59.8% |
| Participation rate | 86.8% | 70.4%+16.4pp | 75.3%+11.6pp | 67.6%+19.2pp |
| Annual return | 27.64% | 17.05%+10.6pp | 116.43%-88.8pp | 35.63%-8.0pp |
| Employer contribution / active EE | $4,844 | $2,396+102.2% | $3,166+53.0% | $2,756+75.8% |
| Participant deferral / active EE | $3,398 | $3,986-14.8% | $5,008-32.2% | $4,297-20.9% |
| Admin fee / account holder | $1,498 | $8,442-82.3% | $11,024-86.4% | $6,935-78.4% |