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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 | $51,850 | $106,749-51.4% | $145,433-64.3% | $82,448-37.1% |
| Participation rate | 96.0% | 75.6%+20.4pp | 82.1%+13.9pp | 68.1%+27.9pp |
| Annual return | 20.01% | 27.59%-7.6pp | 66.58%-46.6pp | 41.64%-21.6pp |
| Employer contribution / active EE | $5,842 | $3,444+69.6% | $4,554+28.3% | $2,551+129.0% |
| Participant deferral / active EE | $13,258 | $6,519+103.4% | $7,897+67.9% | $4,139+220.3% |
| Admin fee / account holder | $6,295 | $8,390-25.0% | $13,129-52.1% | $7,234-13.0% |