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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 | $54,475 | $106,864-49.0% | $147,318-63.0% | $82,637-34.1% |
| Participation rate | 84.1% | 75.5%+8.6pp | 82.1%+2.0pp | 68.1%+16.0pp |
| Annual return | 26.08% | 27.49%-1.4pp | 70.43%-44.4pp | 53.51%-27.4pp |
| Employer contribution / active EE | $7,626 | $3,417+123.2% | $4,593+66.0% | $2,552+198.8% |
| Participant deferral / active EE | $8,525 | $6,496+31.2% | $7,906+7.8% | $4,126+106.6% |
| Admin fee / account holder | $650 | $8,415-92.3% | $13,708-95.3% | $7,339-91.1% |