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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 | $32,087 | $78,197-59.0% | $98,090-67.3% | $82,637-61.2% |
| Participation rate | 98.2% | 77.5%+20.8pp | 81.5%+16.7pp | 68.1%+30.2pp |
| Annual return | 24.11% | 40.25%-16.1pp | 37.05%-12.9pp | 53.51%-29.4pp |
| Employer contribution / active EE | $8,901 | $2,605+241.7% | $3,606+146.8% | $2,552+248.8% |
| Participant deferral / active EE | $11,958 | $6,636+80.2% | $7,845+52.4% | $4,126+189.8% |
| Admin fee / account holder | $6,107 | $14,832-58.8% | $11,815-48.3% | $7,339-16.8% |