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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 | $59,703 | $106,864-44.1% | $147,318-59.5% | $82,637-27.8% |
| Participation rate | 78.9% | 75.5%+3.4pp | 82.1%-3.2pp | 68.1%+10.8pp |
| Annual return | 44.00% | 27.49%+16.5pp | 70.43%-26.4pp | 53.51%-9.5pp |
| Employer contribution / active EE | $7,527 | $3,417+120.3% | $4,593+63.9% | $2,552+194.9% |
| Participant deferral / active EE | $10,603 | $6,496+63.2% | $7,906+34.1% | $4,126+157.0% |
| Admin fee / account holder | $7,075 | $8,415-15.9% | $13,708-48.4% | $7,339-3.6% |