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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 | $49,965 | $109,359-54.3% | $162,171-69.2% | $72,983-31.5% |
| Participation rate | 89.7% | 84.3%+5.4pp | 87.6%+2.1pp | 69.5%+20.2pp |
| Annual return | 29.90% | 25.46%+4.4pp | 115.60%-85.7pp | 81.01%-51.1pp |
| Employer contribution / active EE | $7,639 | $3,907+95.5% | $5,613+36.1% | $2,440+213.1% |
| Participant deferral / active EE | $6,950 | $5,481+26.8% | $7,297-4.8% | $3,608+92.7% |
| Admin fee / account holder | $2,355 | $7,972-70.5% | $10,843-78.3% | $5,124-54.0% |