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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 | $46,039 | $78,197-41.1% | $98,090-53.1% | $82,637-44.3% |
| Participation rate | 92.3% | 77.5%+14.8pp | 81.5%+10.8pp | 68.1%+24.3pp |
| Annual return | 39.87% | 40.25%-0.4pp | 37.05%+2.8pp | 53.51%-13.6pp |
| Employer contribution / active EE | $6,421 | $2,605+146.5% | $3,606+78.0% | $2,552+151.6% |
| Participant deferral / active EE | $13,973 | $6,636+110.6% | $7,845+78.1% | $4,126+238.6% |
| Admin fee / account holder | $2,914 | $14,832-80.4% | $11,815-75.3% | $7,339-60.3% |