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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 | $62,197 | $75,058-17.1% | $152,301-59.2% | $64,340-3.3% |
| Participation rate | 93.5% | 60.9%+32.6pp | 82.4%+11.0pp | 55.2%+38.2pp |
| Annual return | 20.45% | 29.93%-9.5pp | 80.50%-60.1pp | 24.14%-3.7pp |
| Employer contribution / active EE | $4,927 | $2,605+89.2% | $4,624+6.5% | $1,862+164.7% |
| Participant deferral / active EE | $9,750 | $5,041+93.4% | $8,004+21.8% | $2,980+227.2% |
| Admin fee / account holder | $3,653 | $4,050-9.8% | $14,398-74.6% | $3,703-1.3% |