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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 | $33,287 | $89,364-62.8% | $141,177-76.4% | $72,983-54.4% |
| Participation rate | 97.1% | 75.1%+21.9pp | 82.5%+14.6pp | 69.5%+27.6pp |
| Annual return | 22.04% | 111.86%-89.8pp | 71.40%-49.4pp | 81.01%-59.0pp |
| Employer contribution / active EE | $6,208 | $3,115+99.3% | $4,736+31.1% | $2,440+154.4% |
| Participant deferral / active EE | $7,733 | $5,419+42.7% | $6,710+15.3% | $3,608+114.4% |
| Admin fee / account holder | $8,175 | $5,959+37.2% | $10,263-20.3% | $5,124+59.5% |