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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 | $54,195 | $78,707-31.1% | $117,861-54.0% | $70,126-22.7% |
| Participation rate | 84.0% | 73.2%+10.8pp | 79.7%+4.3pp | 69.5%+14.5pp |
| Annual return | 19.50% | 23.30%-3.8pp | 335.11%-315.6pp | 73.15%-53.7pp |
| Employer contribution / active EE | $3,580 | $2,223+61.0% | $3,786-5.5% | $2,343+52.8% |
| Participant deferral / active EE | $3,017 | $3,297-8.5% | $4,482-32.7% | $3,332-9.5% |
| Admin fee / account holder | $5,904 | $5,066+16.5% | $8,021-26.4% | $4,645+27.1% |