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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 | $34,569 | $106,524-67.5% | $152,301-77.3% | $87,485-60.5% |
| Participation rate | 96.2% | 75.8%+20.4pp | 82.4%+13.7pp | 68.9%+27.2pp |
| Annual return | 29.02% | 26.89%+2.1pp | 80.50%-51.5pp | 26.06%+3.0pp |
| Employer contribution / active EE | $6,622 | $3,371+96.4% | $4,624+43.2% | $2,596+155.0% |
| Participant deferral / active EE | $19,251 | $6,525+195.0% | $8,004+140.5% | $4,274+350.5% |
| Admin fee / account holder | $2,259 | $8,287-72.7% | $14,398-84.3% | $7,775-70.9% |