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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 | $101,798-37.6% | $165,071-61.5% | $80,935-21.5% |
| Participation rate | 85.7% | 71.8%+13.9pp | 78.6%+7.1pp | 67.7%+18.1pp |
| Annual return | 14.93% | 16.73%-1.8pp | 70.17%-55.2pp | 35.66%-20.7pp |
| Employer contribution / active EE | $6,106 | $2,954+106.7% | $4,347+40.5% | $2,757+121.5% |
| Participant deferral / active EE | $6,296 | $4,476+40.7% | $6,035+4.3% | $4,299+46.4% |
| Admin fee / account holder | $21,044 | $8,221+156.0% | $12,695+65.8% | $6,924+203.9% |