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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 | $80,855-38.6% | $153,416-67.6% | $86,983-42.9% |
| Participation rate | 100.0% | 64.1%+35.9pp | 74.3%+25.7pp | 69.5%+30.5pp |
| Annual return | 21.30% | 16.18%+5.1pp | 17.84%+3.5pp | 25.83%-4.5pp |
| Employer contribution / active EE | $7,398 | $2,308+220.6% | $3,764+96.5% | $2,584+186.2% |
| Participant deferral / active EE | $15,039 | $3,333+351.3% | $4,723+218.4% | $4,194+258.6% |
| Admin fee / account holder | $7,865 | $6,908+13.8% | $13,095-39.9% | $7,856+0.1% |