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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 | $32,536 | $89,367-63.6% | $141,191-77.0% | $72,975-55.4% |
| Participation rate | 88.0% | 75.1%+12.9pp | 82.5%+5.5pp | 69.5%+18.5pp |
| Annual return | 35.27% | 111.87%-76.6pp | 71.41%-36.1pp | 81.01%-45.7pp |
| Employer contribution / active EE | $3,093 | $3,115-0.7% | $4,736-34.7% | $2,440+26.8% |
| Participant deferral / active EE | $6,116 | $5,419+12.9% | $6,710-8.9% | $3,608+69.5% |
| Admin fee / account holder | $3,193 | $5,957-46.4% | $10,264-68.9% | $5,124-37.7% |