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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 | $36,599 | $93,589-60.9% | $135,942-73.1% | $75,181-51.3% |
| Participation rate | 96.6% | 75.2%+21.4pp | 81.9%+14.6pp | 67.2%+29.4pp |
| Annual return | 36.03% | 30.90%+5.1pp | 68.28%-32.3pp | 160.69%-124.7pp |
| Employer contribution / active EE | $9,198 | $3,537+160.0% | $4,858+89.3% | $2,671+244.4% |
| Participant deferral / active EE | $6,298 | $6,405-1.7% | $7,759-18.8% | $4,126+52.7% |
| Admin fee / account holder | $2,302 | $6,977-67.0% | $10,764-78.6% | $5,650-59.3% |