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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 | $49,677 | $81,504-39.0% | $102,437-51.5% | $80,959-38.6% |
| Participation rate | 94.5% | 66.9%+27.7pp | 74.5%+20.0pp | 67.7%+26.9pp |
| Annual return | 27.24% | 25.60%+1.6pp | 24.95%+2.3pp | 35.67%-8.4pp |
| Employer contribution / active EE | $7,983 | $3,104+157.2% | $3,871+106.2% | $2,757+189.5% |
| Participant deferral / active EE | $7,028 | $3,871+81.6% | $5,060+38.9% | $4,300+63.4% |
| Admin fee / account holder | $1,425 | $6,719-78.8% | $8,388-83.0% | $6,925-79.4% |