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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 | $25,451 | $93,598-72.8% | $135,974-81.3% | $75,173-66.1% |
| Participation rate | 98.2% | 75.2%+23.0pp | 81.9%+16.3pp | 67.2%+31.0pp |
| Annual return | 34.40% | 30.89%+3.5pp | 68.30%-33.9pp | 160.72%-126.3pp |
| Employer contribution / active EE | $3,941 | $3,538+11.4% | $4,859-18.9% | $2,671+47.5% |
| Participant deferral / active EE | $6,803 | $6,405+6.2% | $7,760-12.3% | $4,126+64.9% |
| Admin fee / account holder | $1,822 | $6,978-73.9% | $10,767-83.1% | $5,651-67.8% |