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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 | $34,800 | $93,589-62.8% | $135,942-74.4% | $75,181-53.7% |
| Participation rate | 95.2% | 75.2%+20.0pp | 81.9%+13.3pp | 67.2%+28.0pp |
| Annual return | 29.64% | 30.90%-1.3pp | 68.28%-38.6pp | 160.69%-131.0pp |
| Employer contribution / active EE | $4,442 | $3,537+25.6% | $4,858-8.6% | $2,671+66.3% |
| Participant deferral / active EE | $10,430 | $6,405+62.8% | $7,759+34.4% | $4,126+152.8% |
| Admin fee / account holder | $753 | $6,977-89.2% | $10,764-93.0% | $5,650-86.7% |