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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 | $55,193 | $65,961-16.3% | $180,320-69.4% | $94,015-41.3% |
| Participation rate | 78.8% | 61.3%+17.6pp | 71.5%+7.3pp | 70.8%+8.0pp |
| Annual return | 18.29% | 14.27%+4.0pp | 778.54%-760.2pp | 17.84%+0.4pp |
| Employer contribution / active EE | $2,410 | $1,737+38.7% | $4,108-41.3% | $2,790-13.6% |
| Participant deferral / active EE | $4,551 | $3,003+51.5% | $4,304+5.7% | $4,249+7.1% |
| Admin fee / account holder | $15,865 | $4,901+223.7% | $10,000+58.6% | $8,951+77.2% |