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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 | $52,497 | $93,598-43.9% | $135,974-61.4% | $75,173-30.2% |
| Participation rate | 95.1% | 75.2%+19.9pp | 81.9%+13.2pp | 67.2%+27.9pp |
| Annual return | 48.32% | 30.89%+17.4pp | 68.30%-20.0pp | 160.72%-112.4pp |
| Employer contribution / active EE | $5,314 | $3,538+50.2% | $4,859+9.4% | $2,671+98.9% |
| Participant deferral / active EE | $10,506 | $6,405+64.0% | $7,760+35.4% | $4,126+154.6% |
| Admin fee / account holder | $12,924 | $6,978+85.2% | $10,767+20.0% | $5,651+128.7% |