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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 | $54,451 | $84,236-35.4% | $170,435-68.1% | $70,126-22.4% |
| Participation rate | 97.1% | 70.8%+26.2pp | 83.6%+13.5pp | 69.5%+27.5pp |
| Annual return | 27.53% | 23.06%+4.5pp | 205.94%-178.4pp | 73.15%-45.6pp |
| Employer contribution / active EE | $6,647 | $3,387+96.2% | $5,432+22.4% | $2,343+183.8% |
| Participant deferral / active EE | $3,969 | $3,086+28.6% | $4,939-19.6% | $3,332+19.1% |
| Admin fee / account holder | $10,598 | $5,698+86.0% | $13,881-23.7% | $4,645+128.1% |