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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 | $34,195 | $93,598-63.5% | $135,974-74.9% | $75,173-54.5% |
| Participation rate | 95.0% | 75.2%+19.8pp | 81.9%+13.1pp | 67.2%+27.8pp |
| Annual return | 34.17% | 30.89%+3.3pp | 68.30%-34.1pp | 160.72%-126.6pp |
| Employer contribution / active EE | $3,287 | $3,538-7.1% | $4,859-32.4% | $2,671+23.1% |
| Participant deferral / active EE | $6,494 | $6,405+1.4% | $7,760-16.3% | $4,126+57.4% |
| Admin fee / account holder | $2,412 | $6,978-65.4% | $10,767-77.6% | $5,651-57.3% |