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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 | $30,247 | $93,589-67.7% | $135,942-77.7% | $75,181-59.8% |
| Participation rate | 92.2% | 75.2%+17.0pp | 81.9%+10.3pp | 67.2%+25.0pp |
| Annual return | 34.20% | 30.90%+3.3pp | 68.28%-34.1pp | 160.69%-126.5pp |
| Employer contribution / active EE | $5,490 | $3,537+55.2% | $4,858+13.0% | $2,671+105.6% |
| Participant deferral / active EE | $10,752 | $6,405+67.9% | $7,759+38.6% | $4,126+160.6% |
| Admin fee / account holder | $1,385 | $6,977-80.2% | $10,764-87.1% | $5,650-75.5% |