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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 | $87,106-45.5% | $105,607-55.0% | $80,935-41.3% |
| Participation rate | 94.5% | 70.4%+24.1pp | 75.3%+19.3pp | 67.7%+26.9pp |
| Annual return | 19.31% | 17.01%+2.3pp | 116.11%-96.8pp | 35.66%-16.3pp |
| Employer contribution / active EE | $4,769 | $2,396+99.0% | $3,167+50.6% | $2,757+73.0% |
| Participant deferral / active EE | $10,719 | $3,986+168.9% | $5,011+113.9% | $4,299+149.3% |
| Admin fee / account holder | $13,105 | $8,447+55.1% | $10,958+19.6% | $6,924+89.3% |