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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 | $23,254 | $99,875-76.7% | $146,866-84.2% | $86,983-73.3% |
| Participation rate | 95.5% | 75.8%+19.6pp | 82.5%+12.9pp | 69.5%+25.9pp |
| Annual return | 17.18% | 28.10%-10.9pp | 102.85%-85.7pp | 25.83%-8.7pp |
| Employer contribution / active EE | $3,529 | $3,224+9.5% | $4,425-20.2% | $2,584+36.6% |
| Participant deferral / active EE | $7,017 | $6,322+11.0% | $7,759-9.6% | $4,194+67.3% |
| Admin fee / account holder | $6,199 | $7,838-20.9% | $13,620-54.5% | $7,856-21.1% |