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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 | $60,584 | $94,031-35.6% | $115,768-47.7% | $82,448-26.5% |
| Participation rate | 88.0% | 70.4%+17.6pp | 74.4%+13.6pp | 68.1%+19.9pp |
| Annual return | 35.13% | 20.61%+14.5pp | 100.46%-65.3pp | 41.64%-6.5pp |
| Employer contribution / active EE | $4,250 | $2,323+82.9% | $2,940+44.6% | $2,551+66.6% |
| Participant deferral / active EE | $2,638 | $3,972-33.6% | $4,917-46.3% | $4,139-36.3% |
| Admin fee / account holder | $18,585 | $10,249+81.3% | $12,439+49.4% | $7,234+156.9% |