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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 | $38,303 | $77,492-50.6% | $100,398-61.8% | $80,911-52.7% |
| Participation rate | 97.2% | 76.9%+20.3pp | 81.5%+15.7pp | 67.6%+29.6pp |
| Annual return | 19.19% | 37.23%-18.0pp | 49.32%-30.1pp | 35.63%-16.4pp |
| Employer contribution / active EE | $6,374 | $2,800+127.6% | $3,946+61.5% | $2,756+131.3% |
| Participant deferral / active EE | $11,953 | $6,817+75.3% | $8,084+47.9% | $4,297+178.2% |
| Admin fee / account holder | $346 | $5,892-94.1% | $7,893-95.6% | $6,935-95.0% |