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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 | $106,524-47.7% | $152,301-63.4% | $87,485-36.3% |
| Participation rate | 95.1% | 75.8%+19.4pp | 82.4%+12.7pp | 68.9%+26.2pp |
| Annual return | 18.37% | 26.89%-8.5pp | 80.50%-62.1pp | 26.06%-7.7pp |
| Employer contribution / active EE | $5,117 | $3,371+51.8% | $4,624+10.6% | $2,596+97.1% |
| Participant deferral / active EE | $10,889 | $6,525+66.9% | $8,004+36.1% | $4,274+154.8% |
| Admin fee / account holder | $13,051 | $8,287+57.5% | $14,398-9.4% | $7,775+67.9% |