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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 | $71,124 | $106,749-33.4% | $145,433-51.1% | $82,448-13.7% |
| Participation rate | 93.1% | 75.6%+17.4pp | 82.1%+10.9pp | 68.1%+25.0pp |
| Annual return | 32.94% | 27.59%+5.4pp | 66.58%-33.6pp | 41.64%-8.7pp |
| Employer contribution / active EE | $4,493 | $3,444+30.5% | $4,554-1.3% | $2,551+76.1% |
| Participant deferral / active EE | $12,803 | $6,519+96.4% | $7,897+62.1% | $4,139+209.3% |
| Admin fee / account holder | $8,597 | $8,390+2.5% | $13,129-34.5% | $7,234+18.8% |