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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 | $51,307 | $107,421-52.2% | $182,262-71.8% | $94,015-45.4% |
| Participation rate | 95.8% | 77.8%+18.0pp | 84.2%+11.6pp | 70.8%+25.0pp |
| Annual return | 30.57% | 21.32%+9.3pp | 140.60%-110.0pp | 17.84%+12.7pp |
| Employer contribution / active EE | $3,728 | $3,448+8.1% | $5,046-26.1% | $2,790+33.6% |
| Participant deferral / active EE | $8,227 | $6,558+25.5% | $8,276-0.6% | $4,249+93.6% |
| Admin fee / account holder | $5,796 | $8,692-33.3% | $16,712-65.3% | $8,951-35.3% |