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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 | $86,050-37.7% | $189,758-71.7% | $94,015-43.0% |
| Participation rate | 95.2% | 68.9%+26.3pp | 79.8%+15.4pp | 70.8%+24.3pp |
| Annual return | 34.72% | 17.77%+16.9pp | 52.62%-17.9pp | 17.84%+16.9pp |
| Employer contribution / active EE | $7,128 | $2,819+152.8% | $4,767+49.5% | $2,790+155.5% |
| Participant deferral / active EE | $16,043 | $3,349+379.1% | $5,856+174.0% | $4,249+277.5% |
| Admin fee / account holder | $4,428 | $6,627-33.2% | $20,388-78.3% | $8,951-50.5% |