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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 | $38,503 | $90,400-57.4% | $186,193-79.3% | $87,485-56.0% |
| Participation rate | 90.7% | 66.2%+24.6pp | 77.1%+13.6pp | 68.9%+21.8pp |
| Annual return | 31.22% | 22.15%+9.1pp | 78.03%-46.8pp | 26.06%+5.2pp |
| Employer contribution / active EE | $2,540 | $2,170+17.0% | $3,918-35.2% | $2,596-2.2% |
| Participant deferral / active EE | $4,580 | $4,330+5.8% | $6,513-29.7% | $4,274+7.2% |
| Admin fee / account holder | $820 | $8,673-90.5% | $11,058-92.6% | $7,775-89.5% |