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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 | $42,308 | $106,864-60.4% | $147,318-71.3% | $82,637-48.8% |
| Participation rate | 92.7% | 75.5%+17.2pp | 82.1%+10.6pp | 68.1%+24.6pp |
| Annual return | 14.97% | 27.49%-12.5pp | 70.43%-55.5pp | 53.51%-38.5pp |
| Employer contribution / active EE | $5,733 | $3,417+67.8% | $4,593+24.8% | $2,552+124.7% |
| Participant deferral / active EE | $13,203 | $6,496+103.3% | $7,906+67.0% | $4,126+220.0% |
| Admin fee / account holder | $17,838 | $8,415+112.0% | $13,708+30.1% | $7,339+143.1% |