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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 | $34,411 | $86,938-60.4% | $102,423-66.4% | $80,925-57.5% |
| Participation rate | 90.3% | 72.4%+17.9pp | 76.5%+13.8pp | 67.7%+22.6pp |
| Annual return | 44.47% | 18.89%+25.6pp | 29.42%+15.0pp | 35.65%+8.8pp |
| Employer contribution / active EE | $5,199 | $2,369+119.5% | $3,023+72.0% | $2,756+88.6% |
| Participant deferral / active EE | $7,775 | $4,120+88.7% | $5,054+53.8% | $4,299+80.9% |
| Admin fee / account holder | $2,067 | $8,053-74.3% | $9,455-78.1% | $6,940-70.2% |