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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 | $107,421-52.6% | $182,262-72.0% | $94,015-45.8% |
| Participation rate | 96.7% | 77.8%+18.9pp | 84.2%+12.5pp | 70.8%+25.8pp |
| Annual return | 18.81% | 21.32%-2.5pp | 140.60%-121.8pp | 17.84%+1.0pp |
| Employer contribution / active EE | $5,834 | $3,448+69.2% | $5,046+15.6% | $2,790+109.1% |
| Participant deferral / active EE | $11,040 | $6,558+68.3% | $8,276+33.4% | $4,249+159.8% |
| Admin fee / account holder | $3,321 | $8,692-61.8% | $16,712-80.1% | $8,951-62.9% |