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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 | $26,276 | $99,875-73.7% | $146,866-82.1% | $86,983-69.8% |
| Participation rate | 98.1% | 75.8%+22.3pp | 82.5%+15.6pp | 69.5%+28.5pp |
| Annual return | 25.62% | 28.10%-2.5pp | 102.85%-77.2pp | 25.83%-0.2pp |
| Employer contribution / active EE | $4,582 | $3,224+42.1% | $4,425+3.5% | $2,584+77.3% |
| Participant deferral / active EE | $9,267 | $6,322+46.6% | $7,759+19.4% | $4,194+121.0% |
| Admin fee / account holder | $6,993 | $7,838-10.8% | $13,620-48.7% | $7,856-11.0% |