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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 | $32,957 | $110,307-70.1% | $96,576-65.9% | $139,456-76.4% |
| Participation rate | 93.8% | 78.1%+15.6pp | 76.0%+17.8pp | 80.3%+13.4pp |
| Annual return | 29.22% | 26.40%+2.8pp | 25.87%+3.3pp | 373.45%-344.2pp |
| Employer contribution / active EE | $4,476 | $3,619+23.7% | $2,965+51.0% | $4,753-5.8% |
| Participant deferral / active EE | $10,612 | $5,547+91.3% | $4,851+118.8% | $6,711+58.1% |
| Admin fee / account holder | $12,258 | $11,597+5.7% | $8,253+48.5% | $11,407+7.5% |