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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 | $57,073-47.1% | $85,126-64.6% | $80,925-62.7% |
| Participation rate | 96.0% | 56.4%+39.6pp | 67.5%+28.5pp | 67.7%+28.3pp |
| Annual return | 79.16% | 21.69%+57.5pp | 66.63%+12.5pp | 35.65%+43.5pp |
| Employer contribution / active EE | $6,198 | $1,801+244.2% | $2,731+126.9% | $2,756+124.9% |
| Participant deferral / active EE | $12,864 | $3,113+313.2% | $4,523+184.4% | $4,299+199.3% |
| Admin fee / account holder | $9,022 | $4,988+80.9% | $6,160+46.5% | $6,940+30.0% |