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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 | $43,297 | $84,236-48.6% | $170,435-74.6% | $70,126-38.3% |
| Participation rate | 87.5% | 70.8%+16.7pp | 83.6%+3.9pp | 69.5%+18.0pp |
| Annual return | 19.86% | 23.06%-3.2pp | 205.94%-186.1pp | 73.15%-53.3pp |
| Employer contribution / active EE | $7,493 | $3,387+121.2% | $5,432+37.9% | $2,343+219.9% |
| Participant deferral / active EE | $6,769 | $3,086+119.4% | $4,939+37.0% | $3,332+103.2% |
| Admin fee / account holder | $608 | $5,698-89.3% | $13,881-95.6% | $4,645-86.9% |