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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 | $99,875-48.2% | $146,866-64.8% | $86,983-40.5% |
| Participation rate | 96.6% | 75.8%+20.8pp | 82.5%+14.1pp | 69.5%+27.1pp |
| Annual return | 22.51% | 28.10%-5.6pp | 102.85%-80.3pp | 25.83%-3.3pp |
| Employer contribution / active EE | $4,928 | $3,224+52.8% | $4,425+11.4% | $2,584+90.7% |
| Participant deferral / active EE | $8,723 | $6,322+38.0% | $7,759+12.4% | $4,194+108.0% |
| Admin fee / account holder | $7,967 | $7,838+1.7% | $13,620-41.5% | $7,856+1.4% |