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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 | $54,334 | $41,377+31.3% | $109,313-50.3% | $62,881-13.6% |
| Participation rate | 93.4% | 57.5%+35.9pp | 71.3%+22.2pp | 69.3%+24.1pp |
| Annual return | 8.20% | 11.05%-2.8pp | 22.07%-13.9pp | 20.14%-11.9pp |
| Employer contribution / active EE | $4,259 | $1,276+233.8% | $3,892+9.4% | $2,281+86.7% |
| Participant deferral / active EE | $6,491 | $2,045+217.4% | $3,166+105.0% | $3,203+102.7% |
| Admin fee / account holder | $13,877 | $2,884+381.2% | $5,666+144.9% | $4,296+223.0% |