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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 | $87,550 | $110,212-20.6% | $96,534-9.3% | $139,466-37.2% |
| Participation rate | 90.0% | 78.1%+11.9pp | 76.0%+14.0pp | 80.3%+9.7pp |
| Annual return | 39.38% | 26.42%+13.0pp | 25.88%+13.5pp | 373.66%-334.3pp |
| Employer contribution / active EE | $5,740 | $3,620+58.6% | $2,965+93.6% | $4,754+20.8% |
| Participant deferral / active EE | $17,051 | $5,547+207.4% | $4,851+251.5% | $6,712+154.0% |
| Admin fee / account holder | $7,314 | $11,599-36.9% | $8,253-11.4% | $11,409-35.9% |