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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 | $77,042 | $136,860-43.7% | $120,344-36.0% | $154,746-50.2% |
| Participation rate | 95.8% | 79.9%+15.9pp | 76.7%+19.1pp | 80.7%+15.1pp |
| Annual return | 34.38% | 21.38%+13.0pp | 20.30%+14.1pp | 172.34%-138.0pp |
| Employer contribution / active EE | $4,148 | $3,533+17.4% | $3,020+37.3% | $4,379-5.3% |
| Participant deferral / active EE | $2,967 | $5,793-48.8% | $5,135-42.2% | $6,730-55.9% |
| Admin fee / account holder | $1,918 | $15,393-87.5% | $12,742-84.9% | $14,365-86.6% |