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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 | $32,613 | $99,875-67.3% | $146,866-77.8% | $86,983-62.5% |
| Participation rate | 92.0% | 75.8%+16.2pp | 82.5%+9.5pp | 69.5%+22.5pp |
| Annual return | 16.31% | 28.10%-11.8pp | 102.85%-86.5pp | 25.83%-9.5pp |
| Employer contribution / active EE | $5,081 | $3,224+57.6% | $4,425+14.8% | $2,584+96.6% |
| Participant deferral / active EE | $8,126 | $6,322+28.5% | $7,759+4.7% | $4,194+93.8% |
| Admin fee / account holder | $13,217 | $7,838+68.6% | $13,620-3.0% | $7,856+68.2% |