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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 | $40,576 | $78,428-48.3% | $95,960-57.7% | $79,852-49.2% |
| Participation rate | 83.8% | 73.5%+10.3pp | 77.1%+6.7pp | 69.6%+14.1pp |
| Annual return | 25.03% | 19.37%+5.7pp | 91.63%-66.6pp | 31.72%-6.7pp |
| Employer contribution / active EE | $3,705 | $1,945+90.5% | $2,541+45.8% | $2,471+49.9% |
| Participant deferral / active EE | $8,566 | $3,440+149.0% | $4,167+105.6% | $3,740+129.0% |
| Admin fee / account holder | $2,250 | $5,622-60.0% | $6,797-66.9% | $5,306-57.6% |