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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 | $30,103 | $65,395-54.0% | $182,540-83.5% | $72,975-58.7% |
| Participation rate | 72.1% | 65.4%+6.7pp | 78.0%-5.9pp | 69.5%+2.6pp |
| Annual return | 23.50% | 27.68%-4.2pp | 148.58%-125.1pp | 81.01%-57.5pp |
| Employer contribution / active EE | $3,630 | $1,911+90.0% | $4,076-10.9% | $2,440+48.8% |
| Participant deferral / active EE | $6,677 | $3,563+87.4% | $5,525+20.8% | $3,608+85.1% |
| Admin fee / account holder | $726 | $4,245-82.9% | $8,593-91.5% | $5,124-85.8% |