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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 | $36,917 | $105,623-65.0% | $87,502-57.8% | $273,972-86.5% |
| Participation rate | 86.4% | 78.2%+8.2pp | 73.8%+12.5pp | 83.0%+3.3pp |
| Annual return | 158.73% | 12.26%+146.5pp | 12.21%+146.5pp | 41.46%+117.3pp |
| Employer contribution / active EE | $2,705 | $3,141-13.9% | $2,550+6.1% | $4,869-44.4% |
| Participant deferral / active EE | $4,359 | $3,601+21.1% | $3,149+38.4% | $5,287-17.5% |
| Admin fee / account holder | $1,031 | $4,781-78.4% | $4,221-75.6% | $10,133-89.8% |