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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 | $59,111 | $106,864-44.7% | $147,318-59.9% | $82,637-28.5% |
| Participation rate | 97.5% | 75.5%+22.0pp | 82.1%+15.4pp | 68.1%+29.4pp |
| Annual return | 21.93% | 27.49%-5.6pp | 70.43%-48.5pp | 53.51%-31.6pp |
| Employer contribution / active EE | $7,311 | $3,417+114.0% | $4,593+59.2% | $2,552+186.5% |
| Participant deferral / active EE | $12,457 | $6,496+91.8% | $7,906+57.6% | $4,126+201.9% |
| Admin fee / account holder | $7,299 | $8,415-13.3% | $13,708-46.8% | $7,339-0.5% |