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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 | $37,027 | $106,749-65.3% | $145,433-74.5% | $82,448-55.1% |
| Participation rate | 97.5% | 75.6%+21.9pp | 82.1%+15.4pp | 68.1%+29.4pp |
| Annual return | 26.21% | 27.59%-1.4pp | 66.58%-40.4pp | 41.64%-15.4pp |
| Employer contribution / active EE | $4,288 | $3,444+24.5% | $4,554-5.9% | $2,551+68.1% |
| Participant deferral / active EE | $10,509 | $6,519+61.2% | $7,897+33.1% | $4,139+153.9% |
| Admin fee / account holder | $4,108 | $8,390-51.0% | $13,129-68.7% | $7,234-43.2% |