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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 | $25,163 | $77,492-67.5% | $100,398-74.9% | $80,911-68.9% |
| Participation rate | 88.9% | 76.9%+11.9pp | 81.5%+7.4pp | 67.6%+21.2pp |
| Annual return | 78.73% | 37.23%+41.5pp | 49.32%+29.4pp | 35.63%+43.1pp |
| Employer contribution / active EE | $5,160 | $2,800+84.3% | $3,946+30.8% | $2,756+87.3% |
| Participant deferral / active EE | $10,412 | $6,817+52.7% | $8,084+28.8% | $4,297+142.3% |
| Admin fee / account holder | $6,244 | $5,892+6.0% | $7,893-20.9% | $6,935-10.0% |