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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 | $49,966 | $93,598-46.6% | $135,974-63.3% | $75,173-33.5% |
| Participation rate | 97.4% | 75.2%+22.2pp | 81.9%+15.5pp | 67.2%+30.2pp |
| Annual return | 37.01% | 30.89%+6.1pp | 68.30%-31.3pp | 160.72%-123.7pp |
| Employer contribution / active EE | $4,178 | $3,538+18.1% | $4,859-14.0% | $2,671+56.4% |
| Participant deferral / active EE | $9,362 | $6,405+46.1% | $7,760+20.6% | $4,126+126.9% |
| Admin fee / account holder | $7,490 | $6,978+7.3% | $10,767-30.4% | $5,651+32.6% |