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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 | $57,517 | $58,848-2.3% | $88,179-34.8% | $82,637-30.4% |
| Participation rate | 96.8% | 57.9%+38.9pp | 69.1%+27.6pp | 68.1%+28.7pp |
| Annual return | 22.28% | 22.76%-0.5pp | 64.97%-42.7pp | 53.51%-31.2pp |
| Employer contribution / active EE | $10,075 | $1,678+500.3% | $2,549+295.2% | $2,552+294.8% |
| Participant deferral / active EE | $19,861 | $3,124+535.8% | $4,614+330.5% | $4,126+381.4% |
| Admin fee / account holder | $14,941 | $4,795+211.6% | $7,673+94.7% | $7,339+103.6% |