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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 | $99,875-40.8% | $146,866-59.8% | $86,983-32.0% |
| Participation rate | 97.5% | 75.8%+21.7pp | 82.5%+15.0pp | 69.5%+28.0pp |
| Annual return | 21.93% | 28.10%-6.2pp | 102.85%-80.9pp | 25.83%-3.9pp |
| Employer contribution / active EE | $7,311 | $3,224+126.8% | $4,425+65.2% | $2,584+182.9% |
| Participant deferral / active EE | $12,457 | $6,322+97.0% | $7,759+60.5% | $4,194+197.0% |
| Admin fee / account holder | $7,299 | $7,838-6.9% | $13,620-46.4% | $7,856-7.1% |