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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 | $76,221 | $105,284-27.6% | $150,734-49.4% | $94,015-18.9% |
| Participation rate | 94.9% | 71.7%+23.1pp | 78.4%+16.4pp | 70.8%+24.1pp |
| Annual return | 18.98% | 15.67%+3.3pp | 600.81%-581.8pp | 17.84%+1.1pp |
| Employer contribution / active EE | $14,021 | $3,599+289.6% | $4,918+185.1% | $2,790+402.5% |
| Participant deferral / active EE | $2,508 | $4,274-41.3% | $5,610-55.3% | $4,249-41.0% |
| Admin fee / account holder | $5,706 | $9,839-42.0% | $14,905-61.7% | $8,951-36.3% |