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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 | $106,864-37.1% | $147,318-54.4% | $82,637-18.7% |
| Participation rate | 93.0% | 75.5%+17.5pp | 82.1%+11.0pp | 68.1%+25.0pp |
| Annual return | 31.52% | 27.49%+4.0pp | 70.43%-38.9pp | 53.51%-22.0pp |
| Employer contribution / active EE | $5,061 | $3,417+48.1% | $4,593+10.2% | $2,552+98.3% |
| Participant deferral / active EE | $11,998 | $6,496+84.7% | $7,906+51.8% | $4,126+190.8% |
| Admin fee / account holder | $1,619 | $8,415-80.8% | $13,708-88.2% | $7,339-77.9% |