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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 | $76,407-29.8% | $150,298-64.3% | $82,448-35.0% |
| Participation rate | 95.2% | 66.4%+28.8pp | 77.8%+17.4pp | 68.1%+27.1pp |
| Annual return | 34.72% | 39.99%-5.3pp | 62.79%-28.1pp | 41.64%-6.9pp |
| Employer contribution / active EE | $7,128 | $2,614+172.7% | $4,154+71.6% | $2,551+179.4% |
| Participant deferral / active EE | $16,043 | $3,214+399.1% | $5,453+194.2% | $4,139+287.6% |
| Admin fee / account holder | $4,428 | $6,352-30.3% | $14,116-68.6% | $7,234-38.8% |