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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 | $33,235 | $99,875-66.7% | $146,866-77.4% | $86,983-61.8% |
| Participation rate | 97.3% | 75.8%+21.5pp | 82.5%+14.8pp | 69.5%+27.8pp |
| Annual return | 43.99% | 28.10%+15.9pp | 102.85%-58.9pp | 25.83%+18.2pp |
| Employer contribution / active EE | $5,729 | $3,224+77.7% | $4,425+29.5% | $2,584+121.7% |
| Participant deferral / active EE | $8,062 | $6,322+27.5% | $7,759+3.9% | $4,194+92.2% |
| Admin fee / account holder | $3,444 | $7,838-56.1% | $13,620-74.7% | $7,856-56.2% |