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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 | $65,610 | $138,393-52.6% | $184,256-64.4% | $80,959-19.0% |
| Participation rate | 87.5% | 83.9%+3.6pp | 86.8%+0.7pp | 67.7%+19.8pp |
| Annual return | 45.82% | 20.01%+25.8pp | 28.85%+17.0pp | 35.67%+10.1pp |
| Employer contribution / active EE | $3,105 | $4,847-35.9% | $6,427-51.7% | $2,757+12.6% |
| Participant deferral / active EE | $6,859 | $7,076-3.1% | $9,133-24.9% | $4,300+59.5% |
| Admin fee / account holder | $1,602 | $10,489-84.7% | $13,899-88.5% | $6,925-76.9% |