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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 | $30,175 | $57,140-47.2% | $85,240-64.6% | $80,959-62.7% |
| Participation rate | 96.0% | 56.4%+39.6pp | 67.5%+28.5pp | 67.7%+28.3pp |
| Annual return | 79.16% | 21.71%+57.5pp | 66.75%+12.4pp | 35.67%+43.5pp |
| Employer contribution / active EE | $6,198 | $1,802+243.9% | $2,735+126.6% | $2,757+124.8% |
| Participant deferral / active EE | $12,864 | $3,115+313.0% | $4,527+184.2% | $4,300+199.1% |
| Admin fee / account holder | $9,022 | $4,992+80.7% | $6,165+46.4% | $6,925+30.3% |