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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 | $106,524-45.7% | $152,301-62.0% | $87,485-33.8% |
| Participation rate | 98.0% | 75.8%+22.2pp | 82.4%+15.5pp | 68.9%+29.0pp |
| Annual return | 21.15% | 26.89%-5.7pp | 80.50%-59.3pp | 26.06%-4.9pp |
| Employer contribution / active EE | $6,877 | $3,371+104.0% | $4,624+48.7% | $2,596+164.9% |
| Participant deferral / active EE | $11,008 | $6,525+68.7% | $8,004+37.5% | $4,274+157.6% |
| Admin fee / account holder | $17,089 | $8,287+106.2% | $14,398+18.7% | $7,775+119.8% |