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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 | $45,452 | $211,105-78.5% | $178,449-74.5% | $145,978-68.9% |
| Participation rate | 91.3% | 80.8%+10.5pp | 77.1%+14.2pp | 80.3%+11.0pp |
| Annual return | 9.92% | 30.19%-20.3pp | 27.09%-17.2pp | 550.52%-540.6pp |
| Employer contribution / active EE | $7,449 | $4,569+63.0% | $3,951+88.5% | $4,662+59.8% |
| Participant deferral / active EE | $2,988 | $6,959-57.1% | $6,277-52.4% | $6,690-55.3% |
| Admin fee / account holder | $20,734 | $12,017+72.5% | $10,362+100.1% | $13,400+54.7% |