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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 | $81,297 | $63,949+27.1% | $129,031-37.0% | $94,015-13.5% |
| Participation rate | 96.9% | 63.4%+33.4pp | 73.4%+23.5pp | 70.8%+26.1pp |
| Annual return | 35.24% | 17.56%+17.7pp | 34.67%+0.6pp | 17.84%+17.4pp |
| Employer contribution / active EE | $8,353 | $1,865+348.0% | $3,226+158.9% | $2,790+199.4% |
| Participant deferral / active EE | $17,979 | $3,686+387.8% | $5,217+244.6% | $4,249+323.1% |
| Admin fee / account holder | $7,912 | $5,523+43.3% | $13,208-40.1% | $8,951-11.6% |