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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 | $35,147 | $77,358-54.6% | $102,184-65.6% | $87,485-59.8% |
| Participation rate | 96.0% | 78.7%+17.3pp | 82.6%+13.4pp | 68.9%+27.1pp |
| Annual return | 19.30% | 41.11%-21.8pp | 31.58%-12.3pp | 26.06%-6.8pp |
| Employer contribution / active EE | $4,970 | $2,562+94.0% | $3,594+38.3% | $2,596+91.4% |
| Participant deferral / active EE | $10,770 | $6,753+59.5% | $8,309+29.6% | $4,274+152.0% |
| Admin fee / account holder | $15,157 | $6,809+122.6% | $11,609+30.6% | $7,775+95.0% |