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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 | $33,624 | $106,864-68.5% | $147,318-77.2% | $82,637-59.3% |
| Participation rate | 96.4% | 75.5%+20.9pp | 82.1%+14.4pp | 68.1%+28.4pp |
| Annual return | 56.90% | 27.49%+29.4pp | 70.43%-13.5pp | 53.51%+3.4pp |
| Employer contribution / active EE | $5,620 | $3,417+64.5% | $4,593+22.4% | $2,552+120.2% |
| Participant deferral / active EE | $14,017 | $6,496+115.8% | $7,906+77.3% | $4,126+239.7% |
| Admin fee / account holder | $4,364 | $8,415-48.1% | $13,708-68.2% | $7,339-40.5% |