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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 | $69,557 | $109,620-36.5% | $148,496-53.2% | $94,015-26.0% |
| Participation rate | 100.0% | 71.3%+28.7pp | 76.0%+24.0pp | 70.8%+29.2pp |
| Annual return | 22.64% | 17.54%+5.1pp | 12.33%+10.3pp | 17.84%+4.8pp |
| Employer contribution / active EE | $6,392 | $2,618+144.2% | $3,497+82.8% | $2,790+129.1% |
| Participant deferral / active EE | $12,042 | $3,831+214.3% | $4,808+150.4% | $4,249+183.4% |
| Admin fee / account holder | $7,467 | $10,050-25.7% | $19,547-61.8% | $8,951-16.6% |