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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 | $63,005 | $93,598-32.7% | $135,974-53.7% | $75,173-16.2% |
| Participation rate | 94.6% | 75.2%+19.4pp | 81.9%+12.7pp | 67.2%+27.4pp |
| Annual return | 34.39% | 30.89%+3.5pp | 68.30%-33.9pp | 160.72%-126.3pp |
| Employer contribution / active EE | $3,262 | $3,538-7.8% | $4,859-32.9% | $2,671+22.1% |
| Participant deferral / active EE | $12,811 | $6,405+100.0% | $7,760+65.1% | $4,126+210.5% |
| Admin fee / account holder | $4,353 | $6,978-37.6% | $10,767-59.6% | $5,651-23.0% |