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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 | $45,947 | $76,407-39.9% | $150,298-69.4% | $82,448-44.3% |
| Participation rate | 98.0% | 66.4%+31.6pp | 77.8%+20.3pp | 68.1%+30.0pp |
| Annual return | 50.45% | 39.99%+10.5pp | 62.79%-12.3pp | 41.64%+8.8pp |
| Employer contribution / active EE | $5,766 | $2,614+120.6% | $4,154+38.8% | $2,551+126.0% |
| Participant deferral / active EE | $10,695 | $3,214+232.7% | $5,453+96.2% | $4,139+158.4% |
| Admin fee / account holder | $949 | $6,352-85.1% | $14,116-93.3% | $7,234-86.9% |