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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 | $77,814-41.0% | $158,223-71.0% | $86,983-47.2% |
| Participation rate | 98.0% | 68.4%+29.6pp | 79.2%+18.8pp | 69.5%+28.5pp |
| Annual return | 50.45% | 30.54%+19.9pp | 52.09%-1.6pp | 25.83%+24.6pp |
| Employer contribution / active EE | $5,766 | $2,592+122.4% | $4,109+40.3% | $2,584+123.1% |
| Participant deferral / active EE | $10,695 | $3,270+227.1% | $5,467+95.6% | $4,194+155.0% |
| Admin fee / account holder | $949 | $5,879-83.9% | $16,047-94.1% | $7,856-87.9% |