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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 | $106,864-54.0% | $147,318-66.6% | $82,637-40.5% |
| Participation rate | 94.8% | 75.5%+19.3pp | 82.1%+12.8pp | 68.1%+26.8pp |
| Annual return | 22.08% | 27.49%-5.4pp | 70.43%-48.3pp | 53.51%-31.4pp |
| Employer contribution / active EE | $4,806 | $3,417+40.7% | $4,593+4.6% | $2,552+88.3% |
| Participant deferral / active EE | $10,508 | $6,496+61.8% | $7,906+32.9% | $4,126+154.7% |
| Admin fee / account holder | $3,961 | $8,415-52.9% | $13,708-71.1% | $7,339-46.0% |