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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 | $51,751 | $106,524-51.4% | $152,301-66.0% | $87,485-40.8% |
| Participation rate | 96.6% | 75.8%+20.9pp | 82.4%+14.2pp | 68.9%+27.7pp |
| Annual return | 22.51% | 26.89%-4.4pp | 80.50%-58.0pp | 26.06%-3.5pp |
| Employer contribution / active EE | $4,928 | $3,371+46.2% | $4,624+6.6% | $2,596+89.8% |
| Participant deferral / active EE | $8,723 | $6,525+33.7% | $8,004+9.0% | $4,274+104.1% |
| Admin fee / account holder | $7,967 | $8,287-3.9% | $14,398-44.7% | $7,775+2.5% |