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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 | $106,749-51.5% | $145,433-64.4% | $82,448-37.2% |
| Participation rate | 96.6% | 75.6%+21.0pp | 82.1%+14.5pp | 68.1%+28.5pp |
| Annual return | 22.51% | 27.59%-5.1pp | 66.58%-44.1pp | 41.64%-19.1pp |
| Employer contribution / active EE | $4,928 | $3,444+43.1% | $4,554+8.2% | $2,551+93.2% |
| Participant deferral / active EE | $8,723 | $6,519+33.8% | $7,897+10.5% | $4,139+110.7% |
| Admin fee / account holder | $7,967 | $8,390-5.0% | $13,129-39.3% | $7,234+10.1% |