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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 | $73,787-27.3% | $98,716-45.7% | $82,448-34.9% |
| Participation rate | 97.9% | 61.4%+36.5pp | 69.3%+28.6pp | 68.1%+29.8pp |
| Annual return | 15.09% | 18.57%-3.5pp | 31.81%-16.7pp | 41.64%-26.6pp |
| Employer contribution / active EE | $6,723 | $1,511+344.9% | $2,279+195.1% | $2,551+163.6% |
| Participant deferral / active EE | $10,616 | $3,081+244.5% | $4,048+162.3% | $4,139+156.5% |
| Admin fee / account holder | $10,505 | $6,500+61.6% | $8,703+20.7% | $7,234+45.2% |