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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 | $33,141 | $106,749-69.0% | $145,433-77.2% | $82,448-59.8% |
| Participation rate | 96.9% | 75.6%+21.2pp | 82.1%+14.8pp | 68.1%+28.8pp |
| Annual return | 124.52% | 27.59%+96.9pp | 66.58%+57.9pp | 41.64%+82.9pp |
| Employer contribution / active EE | $6,151 | $3,444+78.6% | $4,554+35.0% | $2,551+141.1% |
| Participant deferral / active EE | $12,660 | $6,519+94.2% | $7,897+60.3% | $4,139+205.8% |
| Admin fee / account holder | $3,597 | $8,390-57.1% | $13,129-72.6% | $7,234-50.3% |