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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 | $75,541-39.2% | $152,093-69.8% | $82,637-44.4% |
| Participation rate | 98.0% | 66.5%+31.5pp | 77.8%+20.3pp | 68.1%+30.0pp |
| Annual return | 50.45% | 32.56%+17.9pp | 66.36%-15.9pp | 53.51%-3.1pp |
| Employer contribution / active EE | $5,766 | $2,622+119.9% | $4,175+38.1% | $2,552+125.9% |
| Participant deferral / active EE | $10,695 | $3,206+233.6% | $5,451+96.2% | $4,126+159.2% |
| Admin fee / account holder | $949 | $6,405-85.2% | $14,497-93.5% | $7,339-87.1% |