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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 | $40,559 | $93,598-56.7% | $135,974-70.2% | $75,173-46.0% |
| Participation rate | 98.6% | 75.2%+23.4pp | 81.9%+16.6pp | 67.2%+31.3pp |
| Annual return | 32.86% | 30.89%+2.0pp | 68.30%-35.4pp | 160.72%-127.9pp |
| Employer contribution / active EE | $3,948 | $3,538+11.6% | $4,859-18.7% | $2,671+47.8% |
| Participant deferral / active EE | $8,096 | $6,405+26.4% | $7,760+4.3% | $4,126+96.2% |
| Admin fee / account holder | $3,471 | $6,978-50.3% | $10,767-67.8% | $5,651-38.6% |