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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 | $32,341 | $101,778-68.2% | $164,975-80.4% | $80,925-60.0% |
| Participation rate | 85.2% | 71.8%+13.4pp | 78.6%+6.6pp | 67.7%+17.5pp |
| Annual return | 31.14% | 16.73%+14.4pp | 70.12%-39.0pp | 35.65%-4.5pp |
| Employer contribution / active EE | $6,807 | $2,954+130.4% | $4,343+56.8% | $2,756+147.0% |
| Participant deferral / active EE | $14,212 | $4,477+217.5% | $6,033+135.6% | $4,299+230.6% |
| Admin fee / account holder | $5,715 | $8,221-30.5% | $12,688-55.0% | $6,940-17.7% |