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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 | $50,187 | $98,776-49.2% | $149,745-66.5% | $79,856-37.2% |
| Participation rate | 96.2% | 75.8%+20.4pp | 82.5%+13.7pp | 69.6%+26.6pp |
| Annual return | 32.36% | 27.38%+5.0pp | 276.72%-244.4pp | 31.71%+0.6pp |
| Employer contribution / active EE | $3,235 | $3,217+0.5% | $4,646-30.4% | $2,471+30.9% |
| Participant deferral / active EE | $8,436 | $5,681+48.5% | $6,843+23.3% | $3,741+125.5% |
| Admin fee / account holder | $6,055 | $6,0530% | $9,312-35.0% | $5,306+14.1% |