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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 | $31,060 | $79,961-61.2% | $98,462-68.5% | $75,177-58.7% |
| Participation rate | 96.0% | 70.4%+25.6pp | 75.2%+20.8pp | 67.2%+28.8pp |
| Annual return | 28.30% | 19.75%+8.6pp | 21.17%+7.1pp | 160.75%-132.5pp |
| Employer contribution / active EE | $5,997 | $2,264+164.9% | $3,049+96.7% | $2,671+124.5% |
| Participant deferral / active EE | $7,174 | $3,753+91.2% | $4,738+51.4% | $4,126+73.9% |
| Admin fee / account holder | $4,714 | $6,842-31.1% | $8,875-46.9% | $5,651-16.6% |