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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 | $106,749-65.2% | $145,433-74.4% | $82,448-54.9% |
| Participation rate | 95.1% | 75.6%+19.5pp | 82.1%+13.0pp | 68.1%+27.1pp |
| Annual return | 19.24% | 27.59%-8.3pp | 66.58%-47.3pp | 41.64%-22.4pp |
| Employer contribution / active EE | $5,832 | $3,444+69.3% | $4,554+28.0% | $2,551+128.6% |
| Participant deferral / active EE | $12,760 | $6,519+95.7% | $7,897+61.6% | $4,139+208.3% |
| Admin fee / account holder | $9,279 | $8,390+10.6% | $13,129-29.3% | $7,234+28.3% |