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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 | $72,285 | $99,875-27.6% | $146,866-50.8% | $86,983-16.9% |
| Participation rate | 94.1% | 75.8%+18.3pp | 82.5%+11.6pp | 69.5%+24.6pp |
| Annual return | 35.49% | 28.10%+7.4pp | 102.85%-67.4pp | 25.83%+9.7pp |
| Employer contribution / active EE | $5,164 | $3,224+60.2% | $4,425+16.7% | $2,584+99.8% |
| Participant deferral / active EE | $11,540 | $6,322+82.5% | $7,759+48.7% | $4,194+175.2% |
| Admin fee / account holder | $1,169 | $7,838-85.1% | $13,620-91.4% | $7,856-85.1% |