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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 | $53,710 | $107,421-50.0% | $182,262-70.5% | $94,015-42.9% |
| Participation rate | 97.2% | 77.8%+19.4pp | 84.2%+13.0pp | 70.8%+26.4pp |
| Annual return | 23.07% | 21.32%+1.7pp | 140.60%-117.5pp | 17.84%+5.2pp |
| Employer contribution / active EE | $7,061 | $3,448+104.8% | $5,046+39.9% | $2,790+153.1% |
| Participant deferral / active EE | $15,187 | $6,558+131.6% | $8,276+83.5% | $4,249+257.4% |
| Admin fee / account holder | $8,548 | $8,692-1.7% | $16,712-48.8% | $8,951-4.5% |