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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 | $25,660 | $93,617-72.6% | $135,982-81.1% | $75,177-65.9% |
| Participation rate | 98.5% | 75.2%+23.3pp | 81.9%+16.6pp | 67.2%+31.3pp |
| Annual return | 35.40% | 30.89%+4.5pp | 68.32%-32.9pp | 160.75%-125.4pp |
| Employer contribution / active EE | $6,543 | $3,538+84.9% | $4,859+34.7% | $2,671+145.0% |
| Participant deferral / active EE | $18,335 | $6,406+186.2% | $7,760+136.3% | $4,126+344.3% |
| Admin fee / account holder | $4,276 | $6,980-38.7% | $10,767-60.3% | $5,651-24.3% |