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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 | $57,492 | $106,749-46.1% | $145,433-60.5% | $82,448-30.3% |
| Participation rate | 88.9% | 75.6%+13.2pp | 82.1%+6.8pp | 68.1%+20.8pp |
| Annual return | 20.46% | 27.59%-7.1pp | 66.58%-46.1pp | 41.64%-21.2pp |
| Employer contribution / active EE | $6,230 | $3,444+80.9% | $4,554+36.8% | $2,551+144.2% |
| Participant deferral / active EE | $3,215 | $6,519-50.7% | $7,897-59.3% | $4,139-22.3% |
| Admin fee / account holder | $2,538 | $8,390-69.7% | $13,129-80.7% | $7,234-64.9% |