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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 | $101,752-68.2% | $164,928-80.4% | $80,911-60.0% |
| Participation rate | 85.2% | 71.8%+13.3pp | 78.6%+6.6pp | 67.6%+17.5pp |
| Annual return | 31.14% | 16.73%+14.4pp | 70.08%-38.9pp | 35.63%-4.5pp |
| Employer contribution / active EE | $6,807 | $2,953+130.5% | $4,343+56.7% | $2,756+147.0% |
| Participant deferral / active EE | $14,212 | $4,477+217.5% | $6,034+135.6% | $4,297+230.7% |
| Admin fee / account holder | $5,715 | $8,218-30.5% | $12,684-54.9% | $6,935-17.6% |