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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 | $27,754 | $64,920-57.2% | $103,693-73.2% | $86,983-68.1% |
| Participation rate | 97.0% | 63.6%+33.4pp | 72.6%+24.3pp | 69.5%+27.4pp |
| Annual return | 19.07% | 30.29%-11.2pp | 47.61%-28.5pp | 25.83%-6.8pp |
| Employer contribution / active EE | $5,295 | $2,141+147.3% | $2,920+81.3% | $2,584+104.9% |
| Participant deferral / active EE | $8,610 | $3,241+165.7% | $4,579+88.0% | $4,194+105.3% |
| Admin fee / account holder | $6,317 | $6,191+2.0% | $7,858-19.6% | $7,856-19.6% |