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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 | $96,975 | $162,967-40.5% | $135,792-28.6% | $138,895-30.2% |
| Participation rate | 92.9% | 78.3%+14.5pp | 72.6%+20.3pp | 79.9%+12.9pp |
| Annual return | 37.14% | 30.08%+7.1pp | 25.96%+11.2pp | 145.39%-108.3pp |
| Employer contribution / active EE | $3,280 | $4,211-22.1% | $3,496-6.2% | $4,194-21.8% |
| Participant deferral / active EE | $5,121 | $5,640-9.2% | $4,759+7.6% | $6,396-19.9% |
| Admin fee / account holder | $2,867 | $15,306-81.3% | $12,266-76.6% | $12,562-77.2% |