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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 | $30,391 | $73,787-58.8% | $98,716-69.2% | $82,448-63.1% |
| Participation rate | 77.8% | 61.4%+16.4pp | 69.3%+8.5pp | 68.1%+9.7pp |
| Annual return | 50.44% | 18.57%+31.9pp | 31.81%+18.6pp | 41.64%+8.8pp |
| Employer contribution / active EE | $3,169 | $1,511+109.7% | $2,279+39.1% | $2,551+24.2% |
| Participant deferral / active EE | $6,099 | $3,081+97.9% | $4,048+50.7% | $4,139+47.4% |
| Admin fee / account holder | $1,648 | $6,500-74.7% | $8,703-81.1% | $7,234-77.2% |