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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 | $54,711 | $73,955-26.0% | $96,520-43.3% | $75,181-27.2% |
| Participation rate | 98.3% | 66.4%+31.9pp | 74.3%+23.9pp | 67.2%+31.1pp |
| Annual return | 18.30% | 26.72%-8.4pp | 35.72%-17.4pp | 160.69%-142.4pp |
| Employer contribution / active EE | $7,860 | $2,930+168.3% | $3,739+110.2% | $2,671+194.3% |
| Participant deferral / active EE | $4,880 | $3,659+33.4% | $4,8790% | $4,126+18.3% |
| Admin fee / account holder | $9,829 | $5,217+88.4% | $6,733+46.0% | $5,650+74.0% |