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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 | $99,875-38.3% | $146,866-58.0% | $86,983-29.2% |
| Participation rate | 96.7% | 75.8%+20.9pp | 82.5%+14.2pp | 69.5%+27.2pp |
| Annual return | 22.22% | 28.10%-5.9pp | 102.85%-80.6pp | 25.83%-3.6pp |
| Employer contribution / active EE | $4,031 | $3,224+25.0% | $4,425-8.9% | $2,584+56.0% |
| Participant deferral / active EE | $12,727 | $6,322+101.3% | $7,759+64.0% | $4,194+203.5% |
| Admin fee / account holder | $13,078 | $7,838+66.9% | $13,620-4.0% | $7,856+66.5% |