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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 | $28,901 | $78,197-63.0% | $98,090-70.5% | $82,637-65.0% |
| Participation rate | 90.6% | 77.5%+13.2pp | 81.5%+9.1pp | 68.1%+22.6pp |
| Annual return | 38.79% | 40.25%-1.5pp | 37.05%+1.7pp | 53.51%-14.7pp |
| Employer contribution / active EE | $5,232 | $2,605+100.9% | $3,606+45.1% | $2,552+105.0% |
| Participant deferral / active EE | $10,444 | $6,636+57.4% | $7,845+33.1% | $4,126+153.1% |
| Admin fee / account holder | $6,719 | $14,832-54.7% | $11,815-43.1% | $7,339-8.4% |