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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 | $99,875-29.3% | $146,866-51.9% | $86,983-18.9% |
| Participation rate | 92.5% | 75.8%+16.7pp | 82.5%+10.0pp | 69.5%+23.0pp |
| Annual return | 26.05% | 28.10%-2.0pp | 102.85%-76.8pp | 25.83%+0.2pp |
| Employer contribution / active EE | $5,815 | $3,224+80.4% | $4,425+31.4% | $2,584+125.0% |
| Participant deferral / active EE | $11,591 | $6,322+83.3% | $7,759+49.4% | $4,194+176.4% |
| Admin fee / account holder | $971 | $7,838-87.6% | $13,620-92.9% | $7,856-87.6% |