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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 | $57,210 | $83,485-31.5% | $125,195-54.3% | $72,976-21.6% |
| Participation rate | 87.8% | 73.3%+14.5pp | 79.8%+8.0pp | 69.5%+18.3pp |
| Annual return | 34.48% | 25.77%+8.7pp | 43.79%-9.3pp | 81.02%-46.5pp |
| Employer contribution / active EE | $4,268 | $2,346+81.9% | $3,866+10.4% | $2,440+74.9% |
| Participant deferral / active EE | $8,665 | $3,586+141.6% | $4,937+75.5% | $3,608+140.2% |
| Admin fee / account holder | $2,306 | $5,518-58.2% | $9,704-76.2% | $5,124-55.0% |