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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 | $51,054 | $81,457-37.3% | $103,378-50.6% | $80,911-36.9% |
| Participation rate | 95.4% | 66.8%+28.5pp | 74.5%+20.9pp | 67.6%+27.7pp |
| Annual return | 51.60% | 25.58%+26.0pp | 24.91%+26.7pp | 35.63%+16.0pp |
| Employer contribution / active EE | $3,172 | $3,107+2.1% | $3,870-18.0% | $2,756+15.1% |
| Participant deferral / active EE | $6,205 | $3,871+60.3% | $5,058+22.7% | $4,297+44.4% |
| Admin fee / account holder | $8,032 | $6,717+19.6% | $8,401-4.4% | $6,935+15.8% |