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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 | $48,499 | $93,617-48.2% | $135,982-64.3% | $75,177-35.5% |
| Participation rate | 89.5% | 75.2%+14.3pp | 81.9%+7.6pp | 67.2%+22.3pp |
| Annual return | 41.24% | 30.89%+10.4pp | 68.32%-27.1pp | 160.75%-119.5pp |
| Employer contribution / active EE | $4,131 | $3,538+16.8% | $4,859-15.0% | $2,671+54.7% |
| Participant deferral / active EE | $13,809 | $6,406+115.6% | $7,760+78.0% | $4,126+234.7% |
| Admin fee / account holder | $1,957 | $6,980-72.0% | $10,767-81.8% | $5,651-65.4% |