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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 | $53,891 | $107,421-49.8% | $182,262-70.4% | $94,015-42.7% |
| Participation rate | 91.7% | 77.8%+13.9pp | 84.2%+7.5pp | 70.8%+20.8pp |
| Annual return | 25.31% | 21.32%+4.0pp | 140.60%-115.3pp | 17.84%+7.5pp |
| Employer contribution / active EE | $3,438 | $3,448-0.3% | $5,046-31.9% | $2,790+23.2% |
| Participant deferral / active EE | $8,700 | $6,558+32.7% | $8,276+5.1% | $4,249+104.7% |
| Admin fee / account holder | $3,515 | $8,692-59.6% | $16,712-79.0% | $8,951-60.7% |