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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 | $58,614 | $88,672-33.9% | $105,223-44.3% | $82,448-28.9% |
| Participation rate | 96.2% | 67.9%+28.3pp | 75.0%+21.2pp | 68.1%+28.2pp |
| Annual return | 20.94% | 30.86%-9.9pp | 180.65%-159.7pp | 41.64%-20.7pp |
| Employer contribution / active EE | $4,081 | $3,048+33.9% | $3,689+10.6% | $2,551+60.0% |
| Participant deferral / active EE | $8,380 | $4,036+107.6% | $5,072+65.2% | $4,139+102.4% |
| Admin fee / account holder | $2,024 | $7,146-71.7% | $8,859-77.2% | $7,234-72.0% |