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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 | $34,569 | $106,749-67.6% | $145,433-76.2% | $82,448-58.1% |
| Participation rate | 96.2% | 75.6%+20.5pp | 82.1%+14.0pp | 68.1%+28.1pp |
| Annual return | 29.02% | 27.59%+1.4pp | 66.58%-37.6pp | 41.64%-12.6pp |
| Employer contribution / active EE | $6,622 | $3,444+92.2% | $4,554+45.4% | $2,551+159.6% |
| Participant deferral / active EE | $19,251 | $6,519+195.3% | $7,897+143.8% | $4,139+365.1% |
| Admin fee / account holder | $2,259 | $8,390-73.1% | $13,129-82.8% | $7,234-68.8% |