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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 | $57,138 | $99,875-42.8% | $146,866-61.1% | $86,983-34.3% |
| Participation rate | 94.4% | 75.8%+18.6pp | 82.5%+11.9pp | 69.5%+24.9pp |
| Annual return | 29.84% | 28.10%+1.7pp | 102.85%-73.0pp | 25.83%+4.0pp |
| Employer contribution / active EE | $4,112 | $3,224+27.5% | $4,425-7.1% | $2,584+59.1% |
| Participant deferral / active EE | $10,639 | $6,322+68.3% | $7,759+37.1% | $4,194+153.7% |
| Admin fee / account holder | $1,613 | $7,838-79.4% | $13,620-88.2% | $7,856-79.5% |