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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 | $53,772 | $77,638-30.7% | $156,551-65.7% | $62,881-14.5% |
| Participation rate | 98.2% | 71.2%+27.0pp | 84.0%+14.2pp | 69.3%+28.9pp |
| Annual return | 6.74% | 50.33%-43.6pp | 32.23%-25.5pp | 20.14%-13.4pp |
| Employer contribution / active EE | $7,405 | $3,444+115.0% | $5,501+34.6% | $2,281+224.6% |
| Participant deferral / active EE | $4,905 | $3,046+61.1% | $4,871+0.7% | $3,203+53.2% |
| Admin fee / account holder | $35,133 | $5,561+531.7% | $13,028+169.7% | $4,296+717.9% |