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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 | $59,932 | $106,864-43.9% | $147,318-59.3% | $82,637-27.5% |
| Participation rate | 86.3% | 75.5%+10.8pp | 82.1%+4.2pp | 68.1%+18.2pp |
| Annual return | 29.34% | 27.49%+1.8pp | 70.43%-41.1pp | 53.51%-24.2pp |
| Employer contribution / active EE | $5,242 | $3,417+53.4% | $4,593+14.1% | $2,552+105.4% |
| Participant deferral / active EE | $8,914 | $6,496+37.2% | $7,906+12.7% | $4,126+116.0% |
| Admin fee / account holder | $5,825 | $8,415-30.8% | $13,708-57.5% | $7,339-20.6% |