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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 | $53,645 | $76,834-30.2% | $108,359-50.5% | $87,485-38.7% |
| Participation rate | 97.9% | 61.7%+36.2pp | 70.1%+27.8pp | 68.9%+29.0pp |
| Annual return | 15.09% | 19.09%-4.0pp | 36.89%-21.8pp | 26.06%-11.0pp |
| Employer contribution / active EE | $6,723 | $1,556+332.0% | $2,399+180.2% | $2,596+159.0% |
| Participant deferral / active EE | $10,616 | $3,100+242.4% | $4,137+156.6% | $4,274+148.4% |
| Admin fee / account holder | $10,505 | $6,537+60.7% | $9,741+7.8% | $7,775+35.1% |