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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 | $58,287 | $48,078+21.2% | $78,676-25.9% | $62,881-7.3% |
| Participation rate | 94.4% | 65.2%+29.2pp | 73.6%+20.9pp | 69.3%+25.1pp |
| Annual return | 14.88% | 31.36%-16.5pp | 62.19%-47.3pp | 20.14%-5.3pp |
| Employer contribution / active EE | $10,595 | $2,015+425.9% | $2,850+271.7% | $2,281+364.5% |
| Participant deferral / active EE | $8,133 | $2,587+214.4% | $3,517+131.3% | $3,203+153.9% |
| Admin fee / account holder | $387 | $3,206-87.9% | $4,510-91.4% | $4,296-91.0% |