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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 | $50,504 | $79,955-36.8% | $98,461-48.7% | $75,173-32.8% |
| Participation rate | 83.7% | 70.4%+13.4pp | 75.2%+8.6pp | 67.2%+16.5pp |
| Annual return | 20.20% | 19.75%+0.5pp | 21.17%-1.0pp | 160.72%-140.5pp |
| Employer contribution / active EE | $4,122 | $2,264+82.1% | $3,049+35.2% | $2,671+54.3% |
| Participant deferral / active EE | $9,020 | $3,752+140.4% | $4,738+90.4% | $4,126+118.6% |
| Admin fee / account holder | $10,965 | $6,841+60.3% | $8,961+22.4% | $5,651+94.1% |