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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 | $68,131 | $91,198-25.3% | $178,503-61.8% | $79,856-14.7% |
| Participation rate | 88.2% | 69.2%+19.0pp | 81.9%+6.3pp | 69.6%+18.6pp |
| Annual return | 23.71% | 24.20%-0.5pp | 151.12%-127.4pp | 31.71%-8.0pp |
| Employer contribution / active EE | $6,319 | $3,257+94.0% | $5,011+26.1% | $2,471+155.7% |
| Participant deferral / active EE | $11,857 | $3,237+266.3% | $5,202+127.9% | $3,741+217.0% |
| Admin fee / account holder | $8,554 | $6,748+26.8% | $13,987-38.8% | $5,306+61.2% |