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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 | $42,128 | $93,598-55.0% | $135,974-69.0% | $75,173-44.0% |
| Participation rate | 87.7% | 75.2%+12.5pp | 81.9%+5.8pp | 67.2%+20.5pp |
| Annual return | 41.84% | 30.89%+11.0pp | 68.30%-26.5pp | 160.72%-118.9pp |
| Employer contribution / active EE | $3,902 | $3,538+10.3% | $4,859-19.7% | $2,671+46.1% |
| Participant deferral / active EE | $15,473 | $6,405+141.6% | $7,760+99.4% | $4,126+275.0% |
| Admin fee / account holder | $1,761 | $6,978-74.8% | $10,767-83.6% | $5,651-68.8% |