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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 | $62,600 | $78,520-20.3% | $96,576-35.2% | $82,448-24.1% |
| Participation rate | 88.9% | 77.7%+11.2pp | 81.4%+7.4pp | 68.1%+20.8pp |
| Annual return | 24.59% | 41.30%-16.7pp | 38.47%-13.9pp | 41.64%-17.0pp |
| Employer contribution / active EE | $6,005 | $2,630+128.4% | $3,553+69.0% | $2,551+135.4% |
| Participant deferral / active EE | $10,580 | $6,754+56.6% | $7,956+33.0% | $4,139+155.6% |
| Admin fee / account holder | $2,371 | $13,455-82.4% | $11,381-79.2% | $7,234-67.2% |