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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 | $45,094 | $91,179-50.5% | $178,499-74.7% | $79,852-43.5% |
| Participation rate | 92.3% | 69.2%+23.1pp | 81.9%+10.4pp | 69.6%+22.7pp |
| Annual return | 28.48% | 24.19%+4.3pp | 151.10%-122.6pp | 31.72%-3.2pp |
| Employer contribution / active EE | $8,731 | $3,256+168.2% | $5,011+74.2% | $2,471+253.3% |
| Participant deferral / active EE | $13,857 | $3,236+328.2% | $5,202+166.4% | $3,740+270.5% |
| Admin fee / account holder | $3,503 | $6,749-48.1% | $13,986-75.0% | $5,306-34.0% |