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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 | $68,902 | $87,060-20.9% | $105,591-34.7% | $80,911-14.8% |
| Participation rate | 82.9% | 70.4%+12.5pp | 75.3%+7.6pp | 67.6%+15.3pp |
| Annual return | 20.84% | 17.05%+3.8pp | 116.43%-95.6pp | 35.63%-14.8pp |
| Employer contribution / active EE | $6,635 | $2,396+176.9% | $3,166+109.6% | $2,756+140.8% |
| Participant deferral / active EE | $15,148 | $3,986+280.0% | $5,008+202.4% | $4,297+252.5% |
| Admin fee / account holder | $10,850 | $8,442+28.5% | $11,024-1.6% | $6,935+56.5% |