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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 | $50,938 | $85,766-40.6% | $136,295-62.6% | $70,131-27.4% |
| Participation rate | 85.1% | 74.2%+11.0pp | 81.9%+3.2pp | 69.5%+15.6pp |
| Annual return | 31.83% | 31.45%+0.4pp | 5155.97%-5124.1pp | 73.14%-41.3pp |
| Employer contribution / active EE | $4,949 | $2,966+66.8% | $4,695+5.4% | $2,342+111.3% |
| Participant deferral / active EE | $9,546 | $5,051+89.0% | $6,247+52.8% | $3,332+186.5% |
| Admin fee / account holder | $1,771 | $5,420-67.3% | $9,243-80.8% | $4,645-61.9% |