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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 | $54,704 | $106,864-48.8% | $147,318-62.9% | $82,637-33.8% |
| Participation rate | 92.5% | 75.5%+17.0pp | 82.1%+10.4pp | 68.1%+24.4pp |
| Annual return | 22.32% | 27.49%-5.2pp | 70.43%-48.1pp | 53.51%-31.2pp |
| Employer contribution / active EE | $4,635 | $3,417+35.7% | $4,593+0.9% | $2,552+81.6% |
| Participant deferral / active EE | $11,873 | $6,496+82.8% | $7,906+50.2% | $4,126+187.8% |
| Admin fee / account holder | $314 | $8,415-96.3% | $13,708-97.7% | $7,339-95.7% |