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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 | $41,183 | $106,749-61.4% | $145,433-71.7% | $82,448-50.0% |
| Participation rate | 89.2% | 75.6%+13.6pp | 82.1%+7.1pp | 68.1%+21.2pp |
| Annual return | 49.95% | 27.59%+22.4pp | 66.58%-16.6pp | 41.64%+8.3pp |
| Employer contribution / active EE | $3,344 | $3,444-2.9% | $4,554-26.6% | $2,551+31.1% |
| Participant deferral / active EE | $7,523 | $6,519+15.4% | $7,897-4.7% | $4,139+81.8% |
| Admin fee / account holder | $954 | $8,390-88.6% | $13,129-92.7% | $7,234-86.8% |