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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 | $61,159 | $78,197-21.8% | $98,090-37.7% | $82,637-26.0% |
| Participation rate | 97.9% | 77.5%+20.4pp | 81.5%+16.3pp | 68.1%+29.8pp |
| Annual return | 19.30% | 40.25%-20.9pp | 37.05%-17.7pp | 53.51%-34.2pp |
| Employer contribution / active EE | $6,857 | $2,605+163.3% | $3,606+90.1% | $2,552+168.7% |
| Participant deferral / active EE | $12,402 | $6,636+86.9% | $7,845+58.1% | $4,126+200.6% |
| Admin fee / account holder | $7,853 | $14,832-47.1% | $11,815-33.5% | $7,339+7.0% |