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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 | $81,375 | $83,898-3.0% | $133,346-39.0% | $94,015-13.4% |
| Participation rate | 95.3% | 63.4%+32.0pp | 72.8%+22.5pp | 70.8%+24.5pp |
| Annual return | 33.30% | 16.00%+17.3pp | 36.85%-3.6pp | 17.84%+15.5pp |
| Employer contribution / active EE | $8,746 | $1,821+380.4% | $2,853+206.5% | $2,790+213.4% |
| Participant deferral / active EE | $17,004 | $3,245+424.0% | $4,332+292.5% | $4,249+300.1% |
| Admin fee / account holder | $27,035 | $7,809+246.2% | $14,264+89.5% | $8,951+202.0% |