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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 | $38,005 | $78,428-51.5% | $95,960-60.4% | $79,852-52.4% |
| Participation rate | 79.7% | 73.5%+6.2pp | 77.1%+2.6pp | 69.6%+10.0pp |
| Annual return | 31.39% | 19.37%+12.0pp | 91.63%-60.2pp | 31.72%-0.3pp |
| Employer contribution / active EE | $2,864 | $1,945+47.2% | $2,541+12.7% | $2,471+15.9% |
| Participant deferral / active EE | $11,190 | $3,440+225.3% | $4,167+168.6% | $3,740+199.2% |
| Admin fee / account holder | $2,475 | $5,622-56.0% | $6,797-63.6% | $5,306-53.4% |