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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 | $57,287 | $124,351-53.9% | $109,188-47.5% | $167,553-65.8% |
| Participation rate | 94.7% | 79.4%+15.3pp | 75.9%+18.9pp | 82.1%+12.6pp |
| Annual return | 41.34% | 26.04%+15.3pp | 25.76%+15.6pp | 478.89%-437.6pp |
| Employer contribution / active EE | $2,632 | $4,210-37.5% | $3,723-29.3% | $4,840-45.6% |
| Participant deferral / active EE | $5,209 | $5,257-0.9% | $4,654+11.9% | $6,343-17.9% |
| Admin fee / account holder | $1,174 | $7,975-85.3% | $6,755-82.6% | $12,316-90.5% |