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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 | $75,569 | $123,793-39.0% | $177,839-57.5% | $79,859-5.4% |
| Participation rate | 98.2% | 84.7%+13.6pp | 87.7%+10.5pp | 69.6%+28.6pp |
| Annual return | 37.21% | 22.82%+14.4pp | 48.33%-11.1pp | 31.71%+5.5pp |
| Employer contribution / active EE | $1,912 | $4,095-53.3% | $5,919-67.7% | $2,471-22.6% |
| Participant deferral / active EE | $4,430 | $5,956-25.6% | $7,714-42.6% | $3,741+18.4% |
| Admin fee / account holder | $1,759 | $7,243-75.7% | $12,432-85.9% | $5,307-66.9% |