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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 | $40,855 | $77,358-47.2% | $102,184-60.0% | $87,485-53.3% |
| Participation rate | 94.5% | 78.7%+15.9pp | 82.6%+11.9pp | 68.9%+25.6pp |
| Annual return | 25.80% | 41.11%-15.3pp | 31.58%-5.8pp | 26.06%-0.3pp |
| Employer contribution / active EE | $6,001 | $2,562+134.2% | $3,594+67.0% | $2,596+131.1% |
| Participant deferral / active EE | $13,240 | $6,753+96.1% | $8,309+59.3% | $4,274+209.8% |
| Admin fee / account holder | $11,217 | $6,809+64.7% | $11,609-3.4% | $7,775+44.3% |