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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 | $63,511 | $101,752-37.6% | $164,928-61.5% | $80,911-21.5% |
| Participation rate | 85.7% | 71.8%+13.9pp | 78.6%+7.1pp | 67.6%+18.1pp |
| Annual return | 14.93% | 16.73%-1.8pp | 70.08%-55.1pp | 35.63%-20.7pp |
| Employer contribution / active EE | $6,106 | $2,953+106.8% | $4,343+40.6% | $2,756+121.6% |
| Participant deferral / active EE | $6,296 | $4,477+40.6% | $6,034+4.4% | $4,297+46.5% |
| Admin fee / account holder | $21,044 | $8,218+156.1% | $12,684+65.9% | $6,935+203.5% |