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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 | $29,900 | $77,920-61.6% | $149,723-80.0% | $75,177-60.2% |
| Participation rate | 88.0% | 65.6%+22.4pp | 78.8%+9.2pp | 67.2%+20.7pp |
| Annual return | 39.66% | 31.72%+7.9pp | 134.50%-94.8pp | 160.75%-121.1pp |
| Employer contribution / active EE | $1,875 | $3,138-40.3% | $4,821-61.1% | $2,671-29.8% |
| Participant deferral / active EE | $4,509 | $3,411+32.2% | $5,682-20.7% | $4,126+9.3% |
| Admin fee / account holder | $5,194 | $5,951-12.7% | $13,215-60.7% | $5,651-8.1% |