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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 | $39,391 | $78,520-49.8% | $96,576-59.2% | $82,448-52.2% |
| Participation rate | 96.2% | 77.7%+18.4pp | 81.4%+14.7pp | 68.1%+28.1pp |
| Annual return | 41.56% | 41.30%+0.3pp | 38.47%+3.1pp | 41.64%-0.1pp |
| Employer contribution / active EE | $4,691 | $2,630+78.4% | $3,553+32.0% | $2,551+83.9% |
| Participant deferral / active EE | $8,760 | $6,754+29.7% | $7,956+10.1% | $4,139+111.6% |
| Admin fee / account holder | $5,559 | $13,455-58.7% | $11,381-51.2% | $7,234-23.2% |