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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 | $50,070 | $77,358-35.3% | $102,184-51.0% | $87,485-42.8% |
| Participation rate | 98.0% | 78.7%+19.3pp | 82.6%+15.4pp | 68.9%+29.1pp |
| Annual return | 24.60% | 41.11%-16.5pp | 31.58%-7.0pp | 26.06%-1.5pp |
| Employer contribution / active EE | $6,417 | $2,562+150.5% | $3,594+78.6% | $2,596+147.2% |
| Participant deferral / active EE | $12,298 | $6,753+82.1% | $8,309+48.0% | $4,274+187.8% |
| Admin fee / account holder | $1,223 | $6,809-82.0% | $11,609-89.5% | $7,775-84.3% |