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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 | $58,534 | $101,795-42.5% | $165,100-64.5% | $80,959-27.7% |
| Participation rate | 97.4% | 71.8%+25.6pp | 78.6%+18.8pp | 67.7%+29.8pp |
| Annual return | 26.40% | 16.73%+9.7pp | 70.21%-43.8pp | 35.67%-9.3pp |
| Employer contribution / active EE | $5,934 | $2,954+100.9% | $4,348+36.5% | $2,757+115.2% |
| Participant deferral / active EE | $15,790 | $4,476+252.8% | $6,035+161.6% | $4,300+267.2% |
| Admin fee / account holder | $2,259 | $8,221-72.5% | $12,696-82.2% | $6,925-67.4% |