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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 | $55,878 | $126,661-55.9% | $113,397-50.7% | $138,895-59.8% |
| Participation rate | 92.9% | 79.4%+13.4pp | 76.5%+16.4pp | 79.9%+12.9pp |
| Annual return | 42.63% | 25.05%+17.6pp | 23.20%+19.4pp | 145.39%-102.8pp |
| Employer contribution / active EE | $4,138 | $3,456+19.7% | $2,977+39.0% | $4,194-1.3% |
| Participant deferral / active EE | $10,064 | $5,693+76.8% | $5,076+98.3% | $6,396+57.3% |
| Admin fee / account holder | $4,345 | $14,549-70.1% | $11,957-63.7% | $12,562-65.4% |