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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 | $99,875-44.2% | $146,866-62.1% | $86,983-36.0% |
| Participation rate | 95.1% | 75.8%+19.3pp | 82.5%+12.6pp | 69.5%+25.6pp |
| Annual return | 18.37% | 28.10%-9.7pp | 102.85%-84.5pp | 25.83%-7.5pp |
| Employer contribution / active EE | $5,117 | $3,224+58.7% | $4,425+15.6% | $2,584+98.0% |
| Participant deferral / active EE | $10,889 | $6,322+72.2% | $7,759+40.3% | $4,194+159.7% |
| Admin fee / account holder | $13,051 | $7,838+66.5% | $13,620-4.2% | $7,856+66.1% |