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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 | $49,657 | $106,749-53.5% | $145,433-65.9% | $82,448-39.8% |
| Participation rate | 82.4% | 75.6%+6.8pp | 82.1%+0.3pp | 68.1%+14.4pp |
| Annual return | 24.88% | 27.59%-2.7pp | 66.58%-41.7pp | 41.64%-16.8pp |
| Employer contribution / active EE | $4,788 | $3,444+39.0% | $4,554+5.1% | $2,551+87.7% |
| Participant deferral / active EE | $12,347 | $6,519+89.4% | $7,897+56.3% | $4,139+198.3% |
| Admin fee / account holder | $26,218 | $8,390+212.5% | $13,129+99.7% | $7,234+262.4% |