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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 | $50,958 | $106,749-52.3% | $145,433-65.0% | $82,448-38.2% |
| Participation rate | 96.7% | 75.6%+21.0pp | 82.1%+14.5pp | 68.1%+28.6pp |
| Annual return | 18.81% | 27.59%-8.8pp | 66.58%-47.8pp | 41.64%-22.8pp |
| Employer contribution / active EE | $5,834 | $3,444+69.4% | $4,554+28.1% | $2,551+128.7% |
| Participant deferral / active EE | $11,040 | $6,519+69.4% | $7,897+39.8% | $4,139+166.7% |
| Admin fee / account holder | $3,321 | $8,390-60.4% | $13,129-74.7% | $7,234-54.1% |