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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 | $58,179 | $106,749-45.5% | $145,433-60.0% | $82,448-29.4% |
| Participation rate | 94.5% | 75.6%+18.9pp | 82.1%+12.4pp | 68.1%+26.5pp |
| Annual return | 32.30% | 27.59%+4.7pp | 66.58%-34.3pp | 41.64%-9.3pp |
| Employer contribution / active EE | $4,207 | $3,444+22.1% | $4,554-7.6% | $2,551+64.9% |
| Participant deferral / active EE | $14,668 | $6,519+125.0% | $7,897+85.7% | $4,139+254.4% |
| Admin fee / account holder | $3,527 | $8,390-58.0% | $13,129-73.1% | $7,234-51.2% |