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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 | $70,575 | $106,864-34.0% | $147,318-52.1% | $82,637-14.6% |
| Participation rate | 92.5% | 75.5%+17.0pp | 82.1%+10.4pp | 68.1%+24.4pp |
| Annual return | 26.05% | 27.49%-1.4pp | 70.43%-44.4pp | 53.51%-27.5pp |
| Employer contribution / active EE | $5,815 | $3,417+70.2% | $4,593+26.6% | $2,552+127.9% |
| Participant deferral / active EE | $11,591 | $6,496+78.4% | $7,906+46.6% | $4,126+180.9% |
| Admin fee / account holder | $971 | $8,415-88.5% | $13,708-92.9% | $7,339-86.8% |