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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 | $62,380 | $93,617-33.4% | $135,982-54.1% | $75,177-17.0% |
| Participation rate | 89.3% | 75.2%+14.1pp | 81.9%+7.4pp | 67.2%+22.1pp |
| Annual return | 48.59% | 30.89%+17.7pp | 68.32%-19.7pp | 160.75%-112.2pp |
| Employer contribution / active EE | $8,439 | $3,538+138.5% | $4,859+73.7% | $2,671+216.0% |
| Participant deferral / active EE | $13,063 | $6,406+103.9% | $7,760+68.3% | $4,126+216.6% |
| Admin fee / account holder | $1,314 | $6,980-81.2% | $10,767-87.8% | $5,651-76.8% |