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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 | $70,573 | $99,875-29.3% | $146,866-51.9% | $86,983-18.9% |
| Participation rate | 88.9% | 75.8%+13.1pp | 82.5%+6.4pp | 69.5%+19.3pp |
| Annual return | 26.46% | 28.10%-1.6pp | 102.85%-76.4pp | 25.83%+0.6pp |
| Employer contribution / active EE | $4,325 | $3,224+34.1% | $4,425-2.2% | $2,584+67.4% |
| Participant deferral / active EE | $10,604 | $6,322+67.7% | $7,759+36.7% | $4,194+152.8% |
| Admin fee / account holder | $5,633 | $7,838-28.1% | $13,620-58.6% | $7,856-28.3% |