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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 | $38,595 | $106,864-63.9% | $147,318-73.8% | $82,637-53.3% |
| Participation rate | 96.0% | 75.5%+20.5pp | 82.1%+13.9pp | 68.1%+27.9pp |
| Annual return | 18.04% | 27.49%-9.5pp | 70.43%-52.4pp | 53.51%-35.5pp |
| Employer contribution / active EE | $1,715 | $3,417-49.8% | $4,593-62.7% | $2,552-32.8% |
| Participant deferral / active EE | $14,350 | $6,496+120.9% | $7,906+81.5% | $4,126+247.8% |
| Admin fee / account holder | $7,724 | $8,415-8.2% | $13,708-43.7% | $7,339+5.3% |