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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 | $50,529 | $135,956-62.8% | $123,894-59.2% | $273,972-81.6% |
| Participation rate | 89.5% | 84.1%+5.4pp | 81.4%+8.1pp | 83.0%+6.5pp |
| Annual return | 74.15% | 56.63%+17.5pp | 47.52%+26.6pp | 41.46%+32.7pp |
| Employer contribution / active EE | $1,339 | $5,170-74.1% | $4,617-71.0% | $4,869-72.5% |
| Participant deferral / active EE | $3,821 | $6,343-39.8% | $5,984-36.1% | $5,287-27.7% |
| Admin fee / account holder | $5,767 | $9,817-41.3% | $8,357-31.0% | $10,133-43.1% |