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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 | $53,612 | $78,690-31.9% | $161,489-66.8% | $87,485-38.7% |
| Participation rate | 95.2% | 67.5%+27.7pp | 78.7%+16.5pp | 68.9%+26.2pp |
| Annual return | 34.72% | 32.74%+2.0pp | 89.72%-55.0pp | 26.06%+8.7pp |
| Employer contribution / active EE | $7,128 | $2,588+175.4% | $4,268+67.0% | $2,596+174.5% |
| Participant deferral / active EE | $16,043 | $3,311+384.6% | $5,630+185.0% | $4,274+275.4% |
| Admin fee / account holder | $4,428 | $6,724-34.1% | $16,006-72.3% | $7,775-43.0% |