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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 | $106,524-65.1% | $152,301-75.6% | $87,485-57.5% |
| Participation rate | 95.1% | 75.8%+19.4pp | 82.4%+12.7pp | 68.9%+26.2pp |
| Annual return | 19.24% | 26.89%-7.6pp | 80.50%-61.3pp | 26.06%-6.8pp |
| Employer contribution / active EE | $5,832 | $3,371+73.0% | $4,624+26.1% | $2,596+124.6% |
| Participant deferral / active EE | $12,760 | $6,525+95.6% | $8,004+59.4% | $4,274+198.6% |
| Admin fee / account holder | $9,279 | $8,287+12.0% | $14,398-35.6% | $7,775+19.4% |