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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 | $65,677 | $93,598-29.8% | $135,974-51.7% | $75,173-12.6% |
| Participation rate | 97.2% | 75.2%+22.0pp | 81.9%+15.3pp | 67.2%+30.0pp |
| Annual return | 39.53% | 30.89%+8.6pp | 68.30%-28.8pp | 160.72%-121.2pp |
| Employer contribution / active EE | $10,868 | $3,538+207.2% | $4,859+123.7% | $2,671+306.9% |
| Participant deferral / active EE | $22,507 | $6,405+251.4% | $7,760+190.0% | $4,126+445.4% |
| Admin fee / account holder | $15,440 | $6,978+121.3% | $10,767+43.4% | $5,651+173.2% |