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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 | $78,520-48.0% | $96,576-57.7% | $82,448-50.4% |
| Participation rate | 94.5% | 77.7%+16.8pp | 81.4%+13.1pp | 68.1%+26.5pp |
| Annual return | 25.80% | 41.30%-15.5pp | 38.47%-12.7pp | 41.64%-15.8pp |
| Employer contribution / active EE | $6,001 | $2,630+128.2% | $3,553+68.9% | $2,551+135.2% |
| Participant deferral / active EE | $13,240 | $6,754+96.0% | $7,956+66.4% | $4,139+219.9% |
| Admin fee / account holder | $11,217 | $13,455-16.6% | $11,381-1.4% | $7,234+55.1% |