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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 | $32,974 | $106,524-69.0% | $152,301-78.3% | $87,485-62.3% |
| Participation rate | 98.0% | 75.8%+22.2pp | 82.4%+15.5pp | 68.9%+29.0pp |
| Annual return | 43.43% | 26.89%+16.5pp | 80.50%-37.1pp | 26.06%+17.4pp |
| Employer contribution / active EE | $3,973 | $3,371+17.9% | $4,624-14.1% | $2,596+53.0% |
| Participant deferral / active EE | $9,850 | $6,525+51.0% | $8,004+23.1% | $4,274+130.5% |
| Admin fee / account holder | $1,802 | $8,287-78.2% | $14,398-87.5% | $7,775-76.8% |