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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 | $106,749-69.1% | $145,433-77.3% | $82,448-60.0% |
| Participation rate | 98.0% | 75.6%+22.3pp | 82.1%+15.8pp | 68.1%+29.9pp |
| Annual return | 43.43% | 27.59%+15.8pp | 66.58%-23.1pp | 41.64%+1.8pp |
| Employer contribution / active EE | $3,973 | $3,444+15.4% | $4,554-12.8% | $2,551+55.8% |
| Participant deferral / active EE | $9,850 | $6,519+51.1% | $7,897+24.7% | $4,139+138.0% |
| Admin fee / account holder | $1,802 | $8,390-78.5% | $13,129-86.3% | $7,234-75.1% |