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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 | $32,975 | $77,460-57.4% | $100,378-67.1% | $80,925-59.3% |
| Participation rate | 74.6% | 76.9%-2.3pp | 81.5%-6.9pp | 67.7%+7.0pp |
| Annual return | 43.27% | 37.24%+6.0pp | 49.41%-6.1pp | 35.65%+7.6pp |
| Employer contribution / active EE | $3,983 | $2,801+42.2% | $3,942+1.0% | $2,756+44.5% |
| Participant deferral / active EE | $7,938 | $6,818+16.4% | $8,087-1.8% | $4,299+84.7% |
| Admin fee / account holder | $3,053 | $5,887-48.1% | $7,899-61.3% | $6,940-56.0% |