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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 | $57,246 | $72,273-20.8% | $101,275-43.5% | $79,856-28.3% |
| Participation rate | 82.3% | 68.5%+13.8pp | 75.8%+6.5pp | 69.6%+12.6pp |
| Annual return | 37.55% | 22.30%+15.3pp | 46.48%-8.9pp | 31.71%+5.8pp |
| Employer contribution / active EE | $7,884 | $2,691+193.0% | $3,660+115.4% | $2,471+219.0% |
| Participant deferral / active EE | $7,022 | $3,282+114.0% | $4,371+60.7% | $3,741+87.7% |
| Admin fee / account holder | $697 | $4,401-84.2% | $5,948-88.3% | $5,306-86.9% |