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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 | $106,749-69.4% | $145,433-77.6% | $82,448-60.4% |
| Participation rate | 92.0% | 75.6%+16.4pp | 82.1%+9.9pp | 68.1%+23.9pp |
| Annual return | 16.31% | 27.59%-11.3pp | 66.58%-50.3pp | 41.64%-25.3pp |
| Employer contribution / active EE | $5,081 | $3,444+47.5% | $4,554+11.6% | $2,551+99.2% |
| Participant deferral / active EE | $8,126 | $6,519+24.7% | $7,897+2.9% | $4,139+96.3% |
| Admin fee / account holder | $13,217 | $8,390+57.5% | $13,129+0.7% | $7,234+82.7% |