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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 | $58,006 | $93,598-38.0% | $135,974-57.3% | $75,173-22.8% |
| Participation rate | 94.6% | 75.2%+19.4pp | 81.9%+12.7pp | 67.2%+27.4pp |
| Annual return | 21.38% | 30.89%-9.5pp | 68.30%-46.9pp | 160.72%-139.3pp |
| Employer contribution / active EE | $4,915 | $3,538+38.9% | $4,859+1.2% | $2,671+84.0% |
| Participant deferral / active EE | $13,766 | $6,405+114.9% | $7,760+77.4% | $4,126+233.6% |
| Admin fee / account holder | $3,580 | $6,978-48.7% | $10,767-66.8% | $5,651-36.6% |