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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 | $32,834 | $93,598-64.9% | $135,974-75.9% | $75,173-56.3% |
| Participation rate | 93.6% | 75.2%+18.4pp | 81.9%+11.7pp | 67.2%+26.4pp |
| Annual return | 28.81% | 30.89%-2.1pp | 68.30%-39.5pp | 160.72%-131.9pp |
| Employer contribution / active EE | $6,492 | $3,538+83.5% | $4,859+33.6% | $2,671+143.1% |
| Participant deferral / active EE | $10,987 | $6,405+71.5% | $7,760+41.6% | $4,126+166.3% |
| Admin fee / account holder | $945 | $6,978-86.5% | $10,767-91.2% | $5,651-83.3% |