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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 | $57,177 | $87,878-34.9% | $97,411-41.3% | $82,637-30.8% |
| Participation rate | 77.8% | 75.6%+2.2pp | 80.4%-2.6pp | 68.1%+9.7pp |
| Annual return | 105.31% | 54.63%+50.7pp | 34.72%+70.6pp | 53.51%+51.8pp |
| Employer contribution / active EE | $4,478 | $3,800+17.9% | $4,210+6.4% | $2,552+75.5% |
| Participant deferral / active EE | $10,022 | $5,525+81.4% | $5,886+70.3% | $4,126+142.9% |
| Admin fee / account holder | $13,249 | $6,743+96.5% | $7,145+85.4% | $7,339+80.5% |