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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 | $30,452 | $77,492-60.7% | $100,398-69.7% | $80,911-62.4% |
| Participation rate | 90.9% | 76.9%+14.0pp | 81.5%+9.4pp | 67.6%+23.3pp |
| Annual return | 16.20% | 37.23%-21.0pp | 49.32%-33.1pp | 35.63%-19.4pp |
| Employer contribution / active EE | $4,929 | $2,800+76.0% | $3,946+24.9% | $2,756+78.8% |
| Participant deferral / active EE | $9,864 | $6,817+44.7% | $8,084+22.0% | $4,297+129.5% |
| Admin fee / account holder | $8,237 | $5,892+39.8% | $7,893+4.4% | $6,935+18.8% |