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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 | $49,774 | $106,524-53.3% | $152,301-67.3% | $87,485-43.1% |
| Participation rate | 94.8% | 75.8%+19.1pp | 82.4%+12.4pp | 68.9%+25.9pp |
| Annual return | 21.11% | 26.89%-5.8pp | 80.50%-59.4pp | 26.06%-5.0pp |
| Employer contribution / active EE | $4,989 | $3,371+48.0% | $4,624+7.9% | $2,596+92.2% |
| Participant deferral / active EE | $13,142 | $6,525+101.4% | $8,004+64.2% | $4,274+207.5% |
| Admin fee / account holder | $5,674 | $8,287-31.5% | $14,398-60.6% | $7,775-27.0% |