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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 | $67,184 | $106,524-36.9% | $152,301-55.9% | $87,485-23.2% |
| Participation rate | 93.0% | 75.8%+17.3pp | 82.4%+10.6pp | 68.9%+24.1pp |
| Annual return | 31.52% | 26.89%+4.6pp | 80.50%-49.0pp | 26.06%+5.5pp |
| Employer contribution / active EE | $5,061 | $3,371+50.1% | $4,624+9.4% | $2,596+94.9% |
| Participant deferral / active EE | $11,998 | $6,525+83.9% | $8,004+49.9% | $4,274+180.8% |
| Admin fee / account holder | $1,619 | $8,287-80.5% | $14,398-88.8% | $7,775-79.2% |