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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 | $78,197-49.6% | $98,090-59.8% | $82,637-52.3% |
| Participation rate | 96.2% | 77.5%+18.7pp | 81.5%+14.6pp | 68.1%+28.1pp |
| Annual return | 41.56% | 40.25%+1.3pp | 37.05%+4.5pp | 53.51%-11.9pp |
| Employer contribution / active EE | $4,691 | $2,605+80.1% | $3,606+30.1% | $2,552+83.8% |
| Participant deferral / active EE | $8,760 | $6,636+32.0% | $7,845+11.7% | $4,126+112.3% |
| Admin fee / account holder | $5,559 | $14,832-62.5% | $11,815-52.9% | $7,339-24.2% |