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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 | $107,421-36.1% | $182,262-62.4% | $94,015-27.0% |
| Participation rate | 97.7% | 77.8%+19.9pp | 84.2%+13.5pp | 70.8%+26.9pp |
| Annual return | 22.84% | 21.32%+1.5pp | 140.60%-117.8pp | 17.84%+5.0pp |
| Employer contribution / active EE | $6,521 | $3,448+89.1% | $5,046+29.2% | $2,790+133.7% |
| Participant deferral / active EE | $18,509 | $6,558+182.2% | $8,276+123.6% | $4,249+335.6% |
| Admin fee / account holder | $5,729 | $8,692-34.1% | $16,712-65.7% | $8,951-36.0% |