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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 | $59,543 | $106,749-44.2% | $145,433-59.1% | $82,448-27.8% |
| Participation rate | 97.0% | 75.6%+21.3pp | 82.1%+14.9pp | 68.1%+28.9pp |
| Annual return | 40.96% | 27.59%+13.4pp | 66.58%-25.6pp | 41.64%-0.7pp |
| Employer contribution / active EE | $5,254 | $3,444+52.5% | $4,554+15.4% | $2,551+106.0% |
| Participant deferral / active EE | $9,791 | $6,519+50.2% | $7,897+24.0% | $4,139+136.5% |
| Admin fee / account holder | $454 | $8,390-94.6% | $13,129-96.5% | $7,234-93.7% |