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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 | $49,142 | $106,749-54.0% | $145,433-66.2% | $82,448-40.4% |
| Participation rate | 94.8% | 75.6%+19.2pp | 82.1%+12.7pp | 68.1%+26.8pp |
| Annual return | 22.08% | 27.59%-5.5pp | 66.58%-44.5pp | 41.64%-19.6pp |
| Employer contribution / active EE | $4,806 | $3,444+39.5% | $4,554+5.5% | $2,551+88.4% |
| Participant deferral / active EE | $10,508 | $6,519+61.2% | $7,897+33.1% | $4,139+153.9% |
| Admin fee / account holder | $3,961 | $8,390-52.8% | $13,129-69.8% | $7,234-45.2% |