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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 | $30,758 | $76,551-59.8% | $123,894-75.2% | $62,881-51.1% |
| Participation rate | 85.3% | 73.0%+12.3pp | 81.4%+3.9pp | 69.3%+16.0pp |
| Annual return | 36.43% | 18.68%+17.8pp | 47.52%-11.1pp | 20.14%+16.3pp |
| Employer contribution / active EE | $4,562 | $2,882+58.3% | $4,617-1.2% | $2,281+100.0% |
| Participant deferral / active EE | $8,842 | $4,840+82.7% | $5,984+47.8% | $3,203+176.0% |
| Admin fee / account holder | $1,364 | $4,826-71.7% | $8,357-83.7% | $4,296-68.2% |