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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 | $50,070 | $78,520-36.2% | $96,576-48.2% | $82,448-39.3% |
| Participation rate | 98.0% | 77.7%+20.3pp | 81.4%+16.6pp | 68.1%+29.9pp |
| Annual return | 24.60% | 41.30%-16.7pp | 38.47%-13.9pp | 41.64%-17.0pp |
| Employer contribution / active EE | $6,417 | $2,630+144.0% | $3,553+80.6% | $2,551+151.5% |
| Participant deferral / active EE | $12,298 | $6,754+82.1% | $7,956+54.6% | $4,139+197.1% |
| Admin fee / account holder | $1,223 | $13,455-90.9% | $11,381-89.3% | $7,234-83.1% |