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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 | $83,061-57.7% | $126,068-72.1% | $94,015-62.6% |
| Participation rate | 96.0% | 81.2%+14.8pp | 84.7%+11.3pp | 70.8%+25.2pp |
| Annual return | 19.30% | 20.41%-1.1pp | 15.01%+4.3pp | 17.84%+1.5pp |
| Employer contribution / active EE | $4,970 | $2,864+73.6% | $3,968+25.3% | $2,790+78.1% |
| Participant deferral / active EE | $10,770 | $7,042+52.9% | $8,214+31.1% | $4,249+153.5% |
| Admin fee / account holder | $15,157 | $7,208+110.3% | $18,264-17.0% | $8,951+69.3% |