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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 | $38,806 | $93,598-58.5% | $135,974-71.5% | $75,173-48.4% |
| Participation rate | 87.1% | 75.2%+11.9pp | 81.9%+5.2pp | 67.2%+19.9pp |
| Annual return | 34.45% | 30.89%+3.6pp | 68.30%-33.9pp | 160.72%-126.3pp |
| Employer contribution / active EE | $2,900 | $3,538-18.0% | $4,859-40.3% | $2,671+8.6% |
| Participant deferral / active EE | $5,790 | $6,405-9.6% | $7,760-25.4% | $4,126+40.3% |
| Admin fee / account holder | $3,751 | $6,978-46.2% | $10,767-65.2% | $5,651-33.6% |