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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 | $67,094 | $106,749-37.1% | $145,433-53.9% | $82,448-18.6% |
| Participation rate | 96.3% | 75.6%+20.6pp | 82.1%+14.2pp | 68.1%+28.2pp |
| Annual return | 18.15% | 27.59%-9.4pp | 66.58%-48.4pp | 41.64%-23.5pp |
| Employer contribution / active EE | $6,970 | $3,444+102.4% | $4,554+53.0% | $2,551+173.2% |
| Participant deferral / active EE | $33,071 | $6,519+407.3% | $7,897+318.8% | $4,139+699.0% |
| Admin fee / account holder | $16,427 | $8,390+95.8% | $13,129+25.1% | $7,234+127.1% |