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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 | $48,339 | $165,381-70.8% | $149,730-67.7% | $158,966-69.6% |
| Participation rate | 90.0% | 84.6%+5.4pp | 82.5%+7.5pp | 82.0%+8.0pp |
| Annual return | 20.91% | 348.29%-327.4pp | 276.70%-255.8pp | 302.95%-282.0pp |
| Employer contribution / active EE | $12,224 | $5,104+139.5% | $4,645+163.2% | $4,762+156.7% |
| Participant deferral / active EE | $9,370 | $7,182+30.5% | $6,843+36.9% | $5,983+56.6% |
| Admin fee / account holder | $2,738 | $10,809-74.7% | $9,310-70.6% | $11,250-75.7% |