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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 | $28,076 | $106,524-73.6% | $152,301-81.6% | $87,485-67.9% |
| Participation rate | 91.4% | 75.8%+15.7pp | 82.4%+9.0pp | 68.9%+22.5pp |
| Annual return | 41.79% | 26.89%+14.9pp | 80.50%-38.7pp | 26.06%+15.7pp |
| Employer contribution / active EE | $1,712 | $3,371-49.2% | $4,624-63.0% | $2,596-34.1% |
| Participant deferral / active EE | $7,737 | $6,525+18.6% | $8,004-3.3% | $4,274+81.0% |
| Admin fee / account holder | $651 | $8,287-92.1% | $14,398-95.5% | $7,775-91.6% |