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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 | $58,614 | $105,284-44.3% | $150,734-61.1% | $94,015-37.7% |
| Participation rate | 96.2% | 71.7%+24.5pp | 78.4%+17.8pp | 70.8%+25.4pp |
| Annual return | 20.94% | 15.67%+5.3pp | 600.81%-579.9pp | 17.84%+3.1pp |
| Employer contribution / active EE | $4,081 | $3,599+13.4% | $4,918-17.0% | $2,790+46.3% |
| Participant deferral / active EE | $8,380 | $4,274+96.1% | $5,610+49.4% | $4,249+97.2% |
| Admin fee / account holder | $2,024 | $9,839-79.4% | $14,905-86.4% | $8,951-77.4% |