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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 | $69,896 | $110,137-36.5% | $161,149-56.6% | $82,637-15.4% |
| Participation rate | 92.3% | 72.4%+20.0pp | 78.8%+13.5pp | 68.1%+24.3pp |
| Annual return | 32.73% | 20.69%+12.0pp | 21.16%+11.6pp | 53.51%-20.8pp |
| Employer contribution / active EE | $6,980 | $2,856+144.4% | $4,360+60.1% | $2,552+173.5% |
| Participant deferral / active EE | $17,427 | $4,575+281.0% | $6,153+183.2% | $4,126+322.4% |
| Admin fee / account holder | $7,689 | $9,467-18.8% | $15,194-49.4% | $7,339+4.8% |