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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 | $49,099 | $93,617-47.6% | $135,982-63.9% | $75,177-34.7% |
| Participation rate | 96.0% | 75.2%+20.8pp | 81.9%+14.1pp | 67.2%+28.8pp |
| Annual return | 17.71% | 30.89%-13.2pp | 68.32%-50.6pp | 160.75%-143.0pp |
| Employer contribution / active EE | $9,085 | $3,538+156.8% | $4,859+87.0% | $2,671+240.1% |
| Participant deferral / active EE | $5,703 | $6,406-11.0% | $7,760-26.5% | $4,126+38.2% |
| Admin fee / account holder | $1,007 | $6,980-85.6% | $10,767-90.6% | $5,651-82.2% |