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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 | $60,489 | $93,598-35.4% | $135,974-55.5% | $75,173-19.5% |
| Participation rate | 97.5% | 75.2%+22.3pp | 81.9%+15.6pp | 67.2%+30.3pp |
| Annual return | 21.54% | 30.89%-9.3pp | 68.30%-46.8pp | 160.72%-139.2pp |
| Employer contribution / active EE | $5,387 | $3,538+52.3% | $4,859+10.9% | $2,671+101.7% |
| Participant deferral / active EE | $10,044 | $6,405+56.8% | $7,760+29.4% | $4,126+143.4% |
| Admin fee / account holder | $4,679 | $6,978-32.9% | $10,767-56.5% | $5,651-17.2% |