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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 | $44,631 | $65,395-31.8% | $182,540-75.5% | $72,975-38.8% |
| Participation rate | 76.7% | 65.4%+11.3pp | 78.0%-1.2pp | 69.5%+7.3pp |
| Annual return | 44.47% | 27.68%+16.8pp | 148.58%-104.1pp | 81.01%-36.5pp |
| Employer contribution / active EE | $6,279 | $1,911+228.6% | $4,076+54.1% | $2,440+157.3% |
| Participant deferral / active EE | $6,861 | $3,563+92.6% | $5,525+24.2% | $3,608+90.2% |
| Admin fee / account holder | $3,818 | $4,245-10.0% | $8,593-55.6% | $5,124-25.5% |