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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 | $55,706 | $106,749-47.8% | $145,433-61.7% | $82,448-32.4% |
| Participation rate | 95.1% | 75.6%+19.5pp | 82.1%+13.0pp | 68.1%+27.1pp |
| Annual return | 18.37% | 27.59%-9.2pp | 66.58%-48.2pp | 41.64%-23.3pp |
| Employer contribution / active EE | $5,117 | $3,444+48.6% | $4,554+12.3% | $2,551+100.6% |
| Participant deferral / active EE | $10,889 | $6,519+67.1% | $7,897+37.9% | $4,139+163.1% |
| Admin fee / account holder | $13,051 | $8,390+55.6% | $13,129-0.6% | $7,234+80.4% |