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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 | $51,436 | $57,352-10.3% | $83,831-38.6% | $64,173-19.8% |
| Participation rate | 93.2% | 68.6%+24.6pp | 76.1%+17.0pp | 69.6%+23.6pp |
| Annual return | 9.75% | 11.38%-1.6pp | 850.99%-841.2pp | 7.63%+2.1pp |
| Employer contribution / active EE | $7,292 | $2,546+186.5% | $3,631+100.8% | $2,381+206.3% |
| Participant deferral / active EE | $3,411 | $2,993+13.9% | $4,082-16.4% | $3,470-1.7% |
| Admin fee / account holder | $6,860 | $4,046+69.5% | $5,479+25.2% | $4,887+40.4% |