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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 | $71,801 | $108,825-34.0% | $156,181-54.0% | $82,448-12.9% |
| Participation rate | 89.7% | 72.4%+17.3pp | 78.8%+10.9pp | 68.1%+21.6pp |
| Annual return | 23.29% | 20.59%+2.7pp | 64.87%-41.6pp | 41.64%-18.3pp |
| Employer contribution / active EE | $6,663 | $2,870+132.2% | $4,294+55.2% | $2,551+161.2% |
| Participant deferral / active EE | $2,514 | $4,577-45.1% | $6,132-59.0% | $4,139-39.3% |
| Admin fee / account holder | $2,307 | $9,341-75.3% | $14,586-84.2% | $7,234-68.1% |