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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 | $35,894 | $99,875-64.1% | $146,866-75.6% | $86,983-58.7% |
| Participation rate | 97.9% | 75.8%+22.1pp | 82.5%+15.4pp | 69.5%+28.4pp |
| Annual return | 42.52% | 28.10%+14.4pp | 102.85%-60.3pp | 25.83%+16.7pp |
| Employer contribution / active EE | $4,825 | $3,224+49.7% | $4,425+9.1% | $2,584+86.7% |
| Participant deferral / active EE | $10,721 | $6,322+69.6% | $7,759+38.2% | $4,194+155.6% |
| Admin fee / account holder | $9,716 | $7,838+24.0% | $13,620-28.7% | $7,856+23.7% |