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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 | $106,864-54.6% | $147,318-67.1% | $82,637-41.3% |
| Participation rate | 95.3% | 75.5%+19.8pp | 82.1%+13.3pp | 68.1%+27.3pp |
| Annual return | 19.51% | 27.49%-8.0pp | 70.43%-50.9pp | 53.51%-34.0pp |
| Employer contribution / active EE | $6,085 | $3,417+78.1% | $4,593+32.5% | $2,552+138.4% |
| Participant deferral / active EE | $11,569 | $6,496+78.1% | $7,906+46.3% | $4,126+180.4% |
| Admin fee / account holder | $8,793 | $8,415+4.5% | $13,708-35.9% | $7,339+19.8% |