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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 | $43,421 | $93,589-53.6% | $135,942-68.1% | $75,181-42.2% |
| Participation rate | 96.9% | 75.2%+21.7pp | 81.9%+15.0pp | 67.2%+29.7pp |
| Annual return | 24.76% | 30.90%-6.1pp | 68.28%-43.5pp | 160.69%-135.9pp |
| Employer contribution / active EE | $6,925 | $3,537+95.8% | $4,858+42.6% | $2,671+159.3% |
| Participant deferral / active EE | $18,018 | $6,405+181.3% | $7,759+132.2% | $4,126+336.7% |
| Admin fee / account holder | $5,933 | $6,977-15.0% | $10,764-44.9% | $5,650+5.0% |