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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 | $77,598 | $123,793-37.3% | $177,840-56.4% | $79,852-2.8% |
| Participation rate | 92.6% | 84.7%+7.9pp | 87.7%+4.9pp | 69.6%+23.0pp |
| Annual return | 47.62% | 22.82%+24.8pp | 48.32%-0.7pp | 31.72%+15.9pp |
| Employer contribution / active EE | $7,672 | $4,095+87.3% | $5,919+29.6% | $2,471+210.5% |
| Participant deferral / active EE | $10,723 | $5,956+80.0% | $7,714+39.0% | $3,740+186.7% |
| Admin fee / account holder | $4,787 | $7,243-33.9% | $12,431-61.5% | $5,306-9.8% |