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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 | $47,510 | $87,060-45.4% | $105,591-55.0% | $80,911-41.3% |
| Participation rate | 94.5% | 70.4%+24.1pp | 75.3%+19.3pp | 67.6%+26.9pp |
| Annual return | 19.31% | 17.05%+2.3pp | 116.43%-97.1pp | 35.63%-16.3pp |
| Employer contribution / active EE | $4,769 | $2,396+99.0% | $3,166+50.6% | $2,756+73.1% |
| Participant deferral / active EE | $10,719 | $3,986+168.9% | $5,008+114.0% | $4,297+149.4% |
| Admin fee / account holder | $13,105 | $8,442+55.2% | $11,024+18.9% | $6,935+89.0% |