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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 | $29,279 | $93,598-68.7% | $135,974-78.5% | $75,173-61.1% |
| Participation rate | 89.3% | 75.2%+14.1pp | 81.9%+7.4pp | 67.2%+22.1pp |
| Annual return | 35.87% | 30.89%+5.0pp | 68.30%-32.4pp | 160.72%-124.8pp |
| Employer contribution / active EE | $4,868 | $3,538+37.6% | $4,859+0.2% | $2,671+82.2% |
| Participant deferral / active EE | $11,743 | $6,405+83.3% | $7,760+51.3% | $4,126+184.6% |
| Admin fee / account holder | $1,452 | $6,978-79.2% | $10,767-86.5% | $5,651-74.3% |