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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 | $31,013 | $96,965-68.0% | $97,995-68.4% | $147,585-79.0% |
| Participation rate | 90.0% | 83.6%+6.4pp | 82.4%+7.6pp | 82.8%+7.2pp |
| Annual return | 26.25% | 24.11%+2.1pp | 23.94%+2.3pp | 578.57%-552.3pp |
| Employer contribution / active EE | $3,317 | $4,536-26.9% | $4,158-20.2% | $4,876-32.0% |
| Participant deferral / active EE | $5,205 | $5,081+2.4% | $5,097+2.1% | $5,439-4.3% |
| Admin fee / account holder | $2,179 | $8,120-73.2% | $5,943-63.3% | $10,885-80.0% |