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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 | $66,387 | $75,058-11.6% | $152,301-56.4% | $64,340+3.2% |
| Participation rate | 92.7% | 60.9%+31.8pp | 82.4%+10.2pp | 55.2%+37.4pp |
| Annual return | 36.58% | 29.93%+6.7pp | 80.50%-43.9pp | 24.14%+12.4pp |
| Employer contribution / active EE | $3,734 | $2,605+43.3% | $4,624-19.3% | $1,862+100.5% |
| Participant deferral / active EE | $8,608 | $5,041+70.8% | $8,004+7.6% | $2,980+188.8% |
| Admin fee / account holder | $3,215 | $4,050-20.6% | $14,398-77.7% | $3,703-13.2% |