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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 | $44,526 | $57,073-22.0% | $85,126-47.7% | $80,925-45.0% |
| Participation rate | 98.5% | 56.4%+42.1pp | 67.5%+31.0pp | 67.7%+30.8pp |
| Annual return | 26.40% | 21.69%+4.7pp | 66.63%-40.2pp | 35.65%-9.3pp |
| Employer contribution / active EE | $6,924 | $1,801+284.5% | $2,731+153.5% | $2,756+151.2% |
| Participant deferral / active EE | $9,061 | $3,113+191.1% | $4,523+100.3% | $4,299+110.8% |
| Admin fee / account holder | $8,453 | $4,988+69.5% | $6,160+37.2% | $6,940+21.8% |