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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 | $42,530 | $48,078-11.5% | $78,676-45.9% | $62,881-32.4% |
| Participation rate | 95.0% | 65.2%+29.8pp | 73.6%+21.4pp | 69.3%+25.7pp |
| Annual return | 5.51% | 31.36%-25.9pp | 62.19%-56.7pp | 20.14%-14.6pp |
| Employer contribution / active EE | $5,697 | $2,015+182.8% | $2,850+99.9% | $2,281+149.8% |
| Participant deferral / active EE | $3,474 | $2,587+34.3% | $3,517-1.2% | $3,203+8.5% |
| Admin fee / account holder | $7,702 | $3,206+140.2% | $4,510+70.8% | $4,296+79.3% |