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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 | $73,787+10.3% | $98,716-17.6% | $82,448-1.3% |
| Participation rate | 95.3% | 61.4%+33.9pp | 69.3%+26.1pp | 68.1%+27.3pp |
| Annual return | 33.30% | 18.57%+14.7pp | 31.81%+1.5pp | 41.64%-8.3pp |
| Employer contribution / active EE | $8,746 | $1,511+478.7% | $2,279+283.8% | $2,551+242.8% |
| Participant deferral / active EE | $17,004 | $3,081+451.8% | $4,048+320.1% | $4,139+310.8% |
| Admin fee / account holder | $27,035 | $6,500+315.9% | $8,703+210.6% | $7,234+273.7% |