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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 | $88,238 | $125,797-29.9% | $170,057-48.1% | $75,177+17.4% |
| Participation rate | 97.6% | 83.6%+14.0pp | 87.0%+10.6pp | 67.2%+30.4pp |
| Annual return | 32.97% | 27.20%+5.8pp | 53.42%-20.4pp | 160.75%-127.8pp |
| Employer contribution / active EE | $4,864 | $4,616+5.4% | $6,790-28.4% | $2,671+82.1% |
| Participant deferral / active EE | $13,497 | $6,838+97.4% | $10,411+29.6% | $4,126+227.1% |
| Admin fee / account holder | $1,204 | $8,177-85.3% | $12,826-90.6% | $5,651-78.7% |