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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 | $47,807 | $101,795-53.0% | $165,100-71.0% | $80,959-40.9% |
| Participation rate | 76.6% | 71.8%+4.8pp | 78.6%-2.0pp | 67.7%+8.9pp |
| Annual return | 19.89% | 16.73%+3.2pp | 70.21%-50.3pp | 35.67%-15.8pp |
| Employer contribution / active EE | $6,608 | $2,954+123.7% | $4,348+52.0% | $2,757+139.7% |
| Participant deferral / active EE | $14,056 | $4,476+214.0% | $6,035+132.9% | $4,300+226.9% |
| Admin fee / account holder | $10,204 | $8,221+24.1% | $12,696-19.6% | $6,925+47.3% |