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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 | $73,828 | $98,776-25.3% | $149,745-50.7% | $79,856-7.5% |
| Participation rate | 92.9% | 75.8%+17.1pp | 82.5%+10.4pp | 69.6%+23.2pp |
| Annual return | 37.08% | 27.38%+9.7pp | 276.72%-239.6pp | 31.71%+5.4pp |
| Employer contribution / active EE | $9,829 | $3,217+205.5% | $4,646+111.6% | $2,471+297.7% |
| Participant deferral / active EE | $10,237 | $5,681+80.2% | $6,843+49.6% | $3,741+173.7% |
| Admin fee / account holder | $7,897 | $6,053+30.5% | $9,312-15.2% | $5,306+48.8% |