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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 | $49,029 | $93,589-47.6% | $135,942-63.9% | $75,181-34.8% |
| Participation rate | 95.2% | 75.2%+20.0pp | 81.9%+13.2pp | 67.2%+28.0pp |
| Annual return | 26.22% | 30.90%-4.7pp | 68.28%-42.1pp | 160.69%-134.5pp |
| Employer contribution / active EE | $5,945 | $3,537+68.1% | $4,858+22.4% | $2,671+122.6% |
| Participant deferral / active EE | $12,136 | $6,405+89.5% | $7,759+56.4% | $4,126+194.1% |
| Admin fee / account holder | $1,587 | $6,977-77.3% | $10,764-85.3% | $5,650-71.9% |