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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 | $47,019 | $77,638-39.4% | $156,551-70.0% | $62,881-25.2% |
| Participation rate | 83.9% | 71.2%+12.7pp | 84.0%-0.1pp | 69.3%+14.6pp |
| Annual return | 8.06% | 50.33%-42.3pp | 32.23%-24.2pp | 20.14%-12.1pp |
| Employer contribution / active EE | $9,725 | $3,444+182.4% | $5,501+76.8% | $2,281+326.4% |
| Participant deferral / active EE | $6,326 | $3,046+107.7% | $4,871+29.9% | $3,203+97.5% |
| Admin fee / account holder | $5,328 | $5,561-4.2% | $13,028-59.1% | $4,296+24.0% |