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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 | $60,584 | $97,648-38.0% | $121,663-50.2% | $87,485-30.7% |
| Participation rate | 88.0% | 70.5%+17.5pp | 74.5%+13.5pp | 68.9%+19.1pp |
| Annual return | 35.13% | 18.03%+17.1pp | 147.54%-112.4pp | 26.06%+9.1pp |
| Employer contribution / active EE | $4,250 | $2,300+84.7% | $3,020+40.7% | $2,596+63.7% |
| Participant deferral / active EE | $2,638 | $3,923-32.7% | $4,887-46.0% | $4,274-38.3% |
| Admin fee / account holder | $18,585 | $11,100+67.4% | $14,289+30.1% | $7,775+139.0% |