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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 | $32,087 | $71,353-55.0% | $92,805-65.4% | $86,983-63.1% |
| Participation rate | 98.2% | 80.9%+17.4pp | 83.5%+14.7pp | 69.5%+28.7pp |
| Annual return | 24.11% | 44.68%-20.6pp | 31.59%-7.5pp | 25.83%-1.7pp |
| Employer contribution / active EE | $8,901 | $2,468+260.6% | $3,424+159.9% | $2,584+244.4% |
| Participant deferral / active EE | $11,958 | $6,966+71.7% | $8,448+41.6% | $4,194+185.1% |
| Admin fee / account holder | $6,107 | $6,099+0.1% | $10,911-44.0% | $7,856-22.3% |