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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 | $59,009 | $93,598-37.0% | $135,974-56.6% | $75,173-21.5% |
| Participation rate | 97.7% | 75.2%+22.5pp | 81.9%+15.8pp | 67.2%+30.5pp |
| Annual return | 29.80% | 30.89%-1.1pp | 68.30%-38.5pp | 160.72%-130.9pp |
| Employer contribution / active EE | $4,950 | $3,538+39.9% | $4,859+1.9% | $2,671+85.3% |
| Participant deferral / active EE | $11,035 | $6,405+72.3% | $7,760+42.2% | $4,126+167.4% |
| Admin fee / account holder | $4,541 | $6,978-34.9% | $10,767-57.8% | $5,651-19.6% |