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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 | $48,501 | $106,749-54.6% | $145,433-66.7% | $82,448-41.2% |
| Participation rate | 95.3% | 75.6%+19.7pp | 82.1%+13.2pp | 68.1%+27.3pp |
| Annual return | 19.51% | 27.59%-8.1pp | 66.58%-47.1pp | 41.64%-22.1pp |
| Employer contribution / active EE | $6,085 | $3,444+76.6% | $4,554+33.6% | $2,551+138.5% |
| Participant deferral / active EE | $11,569 | $6,519+77.5% | $7,897+46.5% | $4,139+179.5% |
| Admin fee / account holder | $8,793 | $8,390+4.8% | $13,129-33.0% | $7,234+21.5% |