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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 | $67,601 | $138,386-51.2% | $184,260-63.3% | $80,935-16.5% |
| Participation rate | 97.0% | 83.9%+13.1pp | 86.8%+10.1pp | 67.7%+29.3pp |
| Annual return | 48.04% | 20.02%+28.0pp | 28.84%+19.2pp | 35.66%+12.4pp |
| Employer contribution / active EE | $1,519 | $4,851-68.7% | $6,427-76.4% | $2,757-44.9% |
| Participant deferral / active EE | $11,407 | $7,076+61.2% | $9,133+24.9% | $4,299+165.3% |
| Admin fee / account holder | $2,457 | $10,489-76.6% | $13,898-82.3% | $6,924-64.5% |