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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 | $93,598-53.6% | $135,974-68.1% | $75,173-42.2% |
| Participation rate | 96.9% | 75.2%+21.7pp | 81.9%+15.0pp | 67.2%+29.7pp |
| Annual return | 24.76% | 30.89%-6.1pp | 68.30%-43.5pp | 160.72%-136.0pp |
| Employer contribution / active EE | $6,925 | $3,538+95.7% | $4,859+42.5% | $2,671+159.3% |
| Participant deferral / active EE | $18,018 | $6,405+181.3% | $7,760+132.2% | $4,126+336.7% |
| Admin fee / account holder | $5,933 | $6,978-15.0% | $10,767-44.9% | $5,651+5.0% |