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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 | $35,752 | $103,164-65.3% | $90,259-60.4% | $154,746-76.9% |
| Participation rate | 92.9% | 76.1%+16.8pp | 70.7%+22.1pp | 80.7%+12.2pp |
| Annual return | 22.34% | 19.25%+3.1pp | 18.88%+3.5pp | 172.34%-150.0pp |
| Employer contribution / active EE | $7,430 | $2,532+193.5% | $2,291+224.3% | $4,379+69.7% |
| Participant deferral / active EE | $5,843 | $4,422+32.1% | $3,827+52.7% | $6,730-13.2% |
| Admin fee / account holder | $1,999 | $8,593-76.7% | $7,267-72.5% | $14,365-86.1% |