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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 | $49,770 | $135,956-63.4% | $123,894-59.8% | $273,972-81.8% |
| Participation rate | 90.9% | 84.1%+6.8pp | 81.4%+9.5pp | 83.0%+7.9pp |
| Annual return | 13.02% | 56.63%-43.6pp | 47.52%-34.5pp | 41.46%-28.4pp |
| Employer contribution / active EE | $9,274 | $5,170+79.4% | $4,617+100.9% | $4,869+90.5% |
| Participant deferral / active EE | $13,979 | $6,343+120.4% | $5,984+133.6% | $5,287+164.4% |
| Admin fee / account holder | $1,883 | $9,817-80.8% | $8,357-77.5% | $10,133-81.4% |