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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 | $27,701 | $89,367-69.0% | $141,191-80.4% | $72,975-62.0% |
| Participation rate | 94.5% | 75.1%+19.4pp | 82.5%+12.0pp | 69.5%+25.0pp |
| Annual return | 36.46% | 111.87%-75.4pp | 71.41%-34.9pp | 81.01%-44.6pp |
| Employer contribution / active EE | $3,996 | $3,115+28.3% | $4,736-15.6% | $2,440+63.8% |
| Participant deferral / active EE | $9,090 | $5,419+67.8% | $6,710+35.5% | $3,608+152.0% |
| Admin fee / account holder | $647 | $5,957-89.1% | $10,264-93.7% | $5,124-87.4% |