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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 | $35,246 | $71,197-50.5% | $93,669-62.4% | $80,925-56.4% |
| Participation rate | 92.5% | 60.4%+32.1pp | 68.7%+23.7pp | 67.7%+24.8pp |
| Annual return | 14.87% | 11.27%+3.6pp | 133.59%-118.7pp | 35.65%-20.8pp |
| Employer contribution / active EE | $4,133 | $1,565+164.2% | $2,424+70.5% | $2,756+50.0% |
| Participant deferral / active EE | $8,838 | $4,036+119.0% | $4,416+100.1% | $4,299+105.6% |
| Admin fee / account holder | $4,882 | $6,959-29.8% | $8,291-41.1% | $6,940-29.7% |