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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 | $39,447 | $80,138-50.8% | $130,270-69.7% | $71,529-44.9% |
| Participation rate | 93.9% | 71.0%+22.9pp | 76.3%+17.7pp | 67.9%+26.0pp |
| Annual return | 40.34% | 16.81%+23.5pp | 38.89%+1.5pp | 28.97%+11.4pp |
| Employer contribution / active EE | $7,092 | $2,834+150.3% | $4,128+71.8% | $2,590+173.9% |
| Participant deferral / active EE | $10,907 | $4,641+135.0% | $6,797+60.5% | $4,291+154.2% |
| Admin fee / account holder | $3,191 | $1,035+208.4% | $6,022-47.0% | $1,588+100.9% |