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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 | $38,771 | $106,749-63.7% | $145,433-73.3% | $82,448-53.0% |
| Participation rate | 97.4% | 75.6%+21.7pp | 82.1%+15.2pp | 68.1%+29.3pp |
| Annual return | 27.55% | 27.59%0pp | 66.58%-39.0pp | 41.64%-14.1pp |
| Employer contribution / active EE | $6,585 | $3,444+91.2% | $4,554+44.6% | $2,551+158.2% |
| Participant deferral / active EE | $11,743 | $6,519+80.1% | $7,897+48.7% | $4,139+183.7% |
| Admin fee / account holder | $1,541 | $8,390-81.6% | $13,129-88.3% | $7,234-78.7% |