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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 | $68,593 | $106,749-35.7% | $145,433-52.8% | $82,448-16.8% |
| Participation rate | 97.7% | 75.6%+22.0pp | 82.1%+15.6pp | 68.1%+29.6pp |
| Annual return | 22.84% | 27.59%-4.8pp | 66.58%-43.7pp | 41.64%-18.8pp |
| Employer contribution / active EE | $6,521 | $3,444+89.3% | $4,554+43.2% | $2,551+155.6% |
| Participant deferral / active EE | $18,509 | $6,519+183.9% | $7,897+134.4% | $4,139+347.2% |
| Admin fee / account holder | $5,729 | $8,390-31.7% | $13,129-56.4% | $7,234-20.8% |