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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 | $42,586 | $106,749-60.1% | $145,433-70.7% | $82,448-48.3% |
| Participation rate | 95.0% | 75.6%+19.4pp | 82.1%+12.9pp | 68.1%+26.9pp |
| Annual return | 39.40% | 27.59%+11.8pp | 66.58%-27.2pp | 41.64%-2.2pp |
| Employer contribution / active EE | $3,976 | $3,444+15.4% | $4,554-12.7% | $2,551+55.9% |
| Participant deferral / active EE | $16,758 | $6,519+157.1% | $7,897+112.2% | $4,139+304.9% |
| Admin fee / account holder | $11,683 | $8,390+39.3% | $13,129-11.0% | $7,234+61.5% |