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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 | $57,891 | $106,749-45.8% | $145,433-60.2% | $82,448-29.8% |
| Participation rate | 98.0% | 75.6%+22.3pp | 82.1%+15.8pp | 68.1%+29.9pp |
| Annual return | 21.15% | 27.59%-6.4pp | 66.58%-45.4pp | 41.64%-20.5pp |
| Employer contribution / active EE | $6,877 | $3,444+99.7% | $4,554+51.0% | $2,551+169.6% |
| Participant deferral / active EE | $11,008 | $6,519+68.9% | $7,897+39.4% | $4,139+165.9% |
| Admin fee / account holder | $17,089 | $8,390+103.7% | $13,129+30.2% | $7,234+136.2% |