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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 | $56,582 | $72,486-21.9% | $87,103-35.0% | $72,976-22.5% |
| Participation rate | 95.8% | 72.8%+23.0pp | 76.9%+19.0pp | 69.5%+26.3pp |
| Annual return | 24.83% | 24.46%+0.4pp | 28.19%-3.4pp | 81.02%-56.2pp |
| Employer contribution / active EE | $2,928 | $1,894+54.6% | $2,521+16.1% | $2,440+20.0% |
| Participant deferral / active EE | $7,570 | $3,270+131.5% | $4,049+87.0% | $3,608+109.8% |
| Admin fee / account holder | $22,572 | $5,055+346.6% | $7,491+201.3% | $5,124+340.5% |