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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 | $34,510 | $136,860-74.8% | $120,344-71.3% | $154,746-77.7% |
| Participation rate | 95.5% | 79.9%+15.6pp | 76.7%+18.7pp | 80.7%+14.8pp |
| Annual return | 24.83% | 21.38%+3.4pp | 20.30%+4.5pp | 172.34%-147.5pp |
| Employer contribution / active EE | $5,771 | $3,533+63.3% | $3,020+91.1% | $4,379+31.8% |
| Participant deferral / active EE | $12,126 | $5,793+109.3% | $5,135+136.1% | $6,730+80.2% |
| Admin fee / account holder | $10,052 | $15,393-34.7% | $12,742-21.1% | $14,365-30.0% |