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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 | $52,218 | $78,425-33.4% | $95,956-45.6% | $79,858-34.6% |
| Participation rate | 90.2% | 73.5%+16.7pp | 77.1%+13.1pp | 69.6%+20.5pp |
| Annual return | 25.10% | 19.37%+5.7pp | 91.63%-66.5pp | 31.72%-6.6pp |
| Employer contribution / active EE | $3,307 | $1,945+70.0% | $2,541+30.1% | $2,471+33.8% |
| Participant deferral / active EE | $6,349 | $3,440+84.6% | $4,167+52.4% | $3,740+69.7% |
| Admin fee / account holder | $9,646 | $5,622+71.6% | $6,797+41.9% | $5,306+81.8% |