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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 | $33,624 | $106,524-68.4% | $152,301-77.9% | $87,485-61.6% |
| Participation rate | 96.4% | 75.8%+20.7pp | 82.4%+14.0pp | 68.9%+27.5pp |
| Annual return | 56.90% | 26.89%+30.0pp | 80.50%-23.6pp | 26.06%+30.8pp |
| Employer contribution / active EE | $5,620 | $3,371+66.7% | $4,624+21.5% | $2,596+116.5% |
| Participant deferral / active EE | $14,017 | $6,525+114.8% | $8,004+75.1% | $4,274+228.0% |
| Admin fee / account holder | $4,364 | $8,287-47.3% | $14,398-69.7% | $7,775-43.9% |