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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 | $74,535+9.2% | $100,712-19.2% | $82,637-1.5% |
| Participation rate | 95.3% | 61.2%+34.2pp | 69.3%+26.1pp | 68.1%+27.3pp |
| Annual return | 33.30% | 18.92%+14.4pp | 33.27%0pp | 53.51%-20.2pp |
| Employer contribution / active EE | $8,746 | $1,503+482.0% | $2,313+278.2% | $2,552+242.7% |
| Participant deferral / active EE | $17,004 | $3,074+453.2% | $4,085+316.2% | $4,126+312.1% |
| Admin fee / account holder | $27,035 | $6,576+311.1% | $9,256+192.1% | $7,339+268.4% |