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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 | $106,749-53.4% | $145,433-65.8% | $82,448-39.6% |
| Participation rate | 94.8% | 75.6%+19.2pp | 82.1%+12.7pp | 68.1%+26.8pp |
| Annual return | 21.11% | 27.59%-6.5pp | 66.58%-45.5pp | 41.64%-20.5pp |
| Employer contribution / active EE | $4,989 | $3,444+44.8% | $4,554+9.5% | $2,551+95.6% |
| Participant deferral / active EE | $13,142 | $6,519+101.6% | $7,897+66.4% | $4,139+217.5% |
| Admin fee / account holder | $5,674 | $8,390-32.4% | $13,129-56.8% | $7,234-21.6% |