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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 | $43,341 | $106,749-59.4% | $145,433-70.2% | $82,448-47.4% |
| Participation rate | 96.7% | 75.6%+21.0pp | 82.1%+14.5pp | 68.1%+28.6pp |
| Annual return | 18.99% | 27.59%-8.6pp | 66.58%-47.6pp | 41.64%-22.6pp |
| Employer contribution / active EE | $4,638 | $3,444+34.7% | $4,554+1.8% | $2,551+81.8% |
| Participant deferral / active EE | $10,716 | $6,519+64.4% | $7,897+35.7% | $4,139+158.9% |
| Admin fee / account holder | $15,672 | $8,390+86.8% | $13,129+19.4% | $7,234+116.6% |