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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 | $56,354 | $78,197-27.9% | $98,090-42.5% | $82,637-31.8% |
| Participation rate | 91.1% | 77.5%+13.6pp | 81.5%+9.5pp | 68.1%+23.0pp |
| Annual return | 20.86% | 40.25%-19.4pp | 37.05%-16.2pp | 53.51%-32.6pp |
| Employer contribution / active EE | $4,838 | $2,605+85.7% | $3,606+34.1% | $2,552+89.6% |
| Participant deferral / active EE | $8,448 | $6,636+27.3% | $7,845+7.7% | $4,126+104.7% |
| Admin fee / account holder | $6,849 | $14,832-53.8% | $11,815-42.0% | $7,339-6.7% |