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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 | $37,197 | $107,421-65.4% | $182,262-79.6% | $94,015-60.4% |
| Participation rate | 95.1% | 77.8%+17.3pp | 84.2%+10.9pp | 70.8%+24.3pp |
| Annual return | 19.24% | 21.32%-2.1pp | 140.60%-121.4pp | 17.84%+1.4pp |
| Employer contribution / active EE | $5,832 | $3,448+69.1% | $5,046+15.6% | $2,790+109.0% |
| Participant deferral / active EE | $12,760 | $6,558+94.6% | $8,276+54.2% | $4,249+200.3% |
| Admin fee / account holder | $9,279 | $8,692+6.8% | $16,712-44.5% | $8,951+3.7% |