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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 | $61,611 | $106,864-42.3% | $147,318-58.2% | $82,637-25.4% |
| Participation rate | 96.7% | 75.5%+21.2pp | 82.1%+14.7pp | 68.1%+28.7pp |
| Annual return | 22.22% | 27.49%-5.3pp | 70.43%-48.2pp | 53.51%-31.3pp |
| Employer contribution / active EE | $4,031 | $3,417+18.0% | $4,593-12.2% | $2,552+58.0% |
| Participant deferral / active EE | $12,727 | $6,496+95.9% | $7,906+61.0% | $4,126+208.5% |
| Admin fee / account holder | $13,078 | $8,415+55.4% | $13,708-4.6% | $7,339+78.2% |