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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 | $57,916 | $106,749-45.7% | $145,433-60.2% | $82,448-29.8% |
| Participation rate | 96.4% | 75.6%+20.8pp | 82.1%+14.3pp | 68.1%+28.4pp |
| Annual return | 20.76% | 27.59%-6.8pp | 66.58%-45.8pp | 41.64%-20.9pp |
| Employer contribution / active EE | $7,541 | $3,444+118.9% | $4,554+65.6% | $2,551+195.6% |
| Participant deferral / active EE | $16,820 | $6,519+158.0% | $7,897+113.0% | $4,139+306.3% |
| Admin fee / account holder | $6,456 | $8,390-23.1% | $13,129-50.8% | $7,234-10.8% |