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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 | $106,749-33.9% | $145,433-51.5% | $82,448-14.4% |
| Participation rate | 92.5% | 75.6%+16.9pp | 82.1%+10.4pp | 68.1%+24.4pp |
| Annual return | 26.05% | 27.59%-1.5pp | 66.58%-40.5pp | 41.64%-15.6pp |
| Employer contribution / active EE | $5,815 | $3,444+68.8% | $4,554+27.7% | $2,551+128.0% |
| Participant deferral / active EE | $11,591 | $6,519+77.8% | $7,897+46.8% | $4,139+180.0% |
| Admin fee / account holder | $971 | $8,390-88.4% | $13,129-92.6% | $7,234-86.6% |