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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 | $34,193 | $85,766-60.1% | $136,295-74.9% | $70,131-51.2% |
| Participation rate | 86.4% | 74.2%+12.2pp | 81.9%+4.4pp | 69.5%+16.8pp |
| Annual return | 32.20% | 31.45%+0.7pp | 5155.97%-5123.8pp | 73.14%-40.9pp |
| Employer contribution / active EE | $3,609 | $2,966+21.7% | $4,695-23.1% | $2,342+54.1% |
| Participant deferral / active EE | $7,746 | $5,051+53.3% | $6,247+24.0% | $3,332+132.5% |
| Admin fee / account holder | $1,949 | $5,420-64.0% | $9,243-78.9% | $4,645-58.0% |