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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 | $41,789 | $99,875-58.2% | $146,866-71.5% | $86,983-52.0% |
| Participation rate | 93.5% | 75.8%+17.7pp | 82.5%+11.0pp | 69.5%+24.0pp |
| Annual return | 23.84% | 28.10%-4.3pp | 102.85%-79.0pp | 25.83%-2.0pp |
| Employer contribution / active EE | $5,304 | $3,224+64.5% | $4,425+19.9% | $2,584+105.2% |
| Participant deferral / active EE | $12,836 | $6,322+103.0% | $7,759+65.4% | $4,194+206.1% |
| Admin fee / account holder | $991 | $7,838-87.4% | $13,620-92.7% | $7,856-87.4% |