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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 | $41,416 | $54,757-24.4% | $90,304-54.1% | $72,975-43.2% |
| Participation rate | 92.6% | 65.2%+27.4pp | 73.3%+19.3pp | 69.5%+23.1pp |
| Annual return | 52.38% | 30.63%+21.7pp | 78.13%-25.8pp | 81.01%-28.6pp |
| Employer contribution / active EE | $4,556 | $2,093+117.7% | $2,855+59.6% | $2,440+86.7% |
| Participant deferral / active EE | $5,001 | $2,887+73.2% | $3,885+28.7% | $3,608+38.6% |
| Admin fee / account holder | $3,301 | $3,973-16.9% | $5,354-38.3% | $5,124-35.6% |