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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 | $54,847 | $93,345-41.2% | $119,126-54.0% | $87,485-37.3% |
| Participation rate | 95.0% | 68.7%+26.3pp | 75.8%+19.2pp | 68.9%+26.1pp |
| Annual return | 16.25% | 19.08%-2.8pp | 282.11%-265.9pp | 26.06%-9.8pp |
| Employer contribution / active EE | $5,580 | $3,172+75.9% | $4,034+38.3% | $2,596+114.9% |
| Participant deferral / active EE | $4,733 | $4,099+15.5% | $5,318-11.0% | $4,274+10.7% |
| Admin fee / account holder | $2,446 | $8,039-69.6% | $10,693-77.1% | $7,775-68.5% |