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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 | $75,541-29.0% | $152,093-64.8% | $82,637-35.1% |
| Participation rate | 95.2% | 66.5%+28.6pp | 77.8%+17.4pp | 68.1%+27.1pp |
| Annual return | 34.72% | 32.56%+2.2pp | 66.36%-31.6pp | 53.51%-18.8pp |
| Employer contribution / active EE | $7,128 | $2,622+171.8% | $4,175+70.7% | $2,552+179.3% |
| Participant deferral / active EE | $16,043 | $3,206+400.5% | $5,451+194.3% | $4,126+288.8% |
| Admin fee / account holder | $4,428 | $6,405-30.9% | $14,497-69.5% | $7,339-39.7% |