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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 | $59,257 | $75,963-22.0% | $97,995-39.5% | $70,126-15.5% |
| Participation rate | 100.0% | 77.0%+23.0pp | 82.4%+17.6pp | 69.5%+30.5pp |
| Annual return | 18.39% | 19.26%-0.9pp | 23.94%-5.5pp | 73.15%-54.8pp |
| Employer contribution / active EE | $5,684 | $3,278+73.4% | $4,158+36.7% | $2,343+142.7% |
| Participant deferral / active EE | $5,808 | $4,053+43.3% | $5,097+14.0% | $3,332+74.3% |
| Admin fee / account holder | $2,884 | $5,407-46.7% | $5,943-51.5% | $4,645-37.9% |