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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 | $49,665 | $77,896-36.2% | $134,172-63.0% | $82,448-39.8% |
| Participation rate | 100.0% | 62.8%+37.2pp | 72.5%+27.5pp | 68.1%+31.9pp |
| Annual return | 21.30% | 18.21%+3.1pp | 25.30%-4.0pp | 41.64%-20.3pp |
| Employer contribution / active EE | $7,398 | $2,159+242.6% | $3,420+116.3% | $2,551+190.0% |
| Participant deferral / active EE | $15,039 | $3,162+375.6% | $4,690+220.6% | $4,139+263.3% |
| Admin fee / account holder | $7,865 | $6,336+24.1% | $12,016-34.5% | $7,234+8.7% |