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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 | $67,454 | $43,075+56.6% | $74,577-9.6% | $62,881+7.3% |
| Participation rate | 86.5% | 58.1%+28.5pp | 68.1%+18.4pp | 69.3%+17.2pp |
| Annual return | 22.83% | 17.50%+5.3pp | 20.47%+2.4pp | 20.14%+2.7pp |
| Employer contribution / active EE | $7,995 | $1,498+433.8% | $2,525+216.6% | $2,281+250.5% |
| Participant deferral / active EE | $10,846 | $2,389+353.9% | $3,458+213.6% | $3,203+238.6% |
| Admin fee / account holder | $1,397 | $2,840-50.8% | $4,138-66.2% | $4,296-67.5% |