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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 | $50,266 | $77,472-35.1% | $100,392-49.9% | $80,935-37.9% |
| Participation rate | 96.8% | 76.9%+19.8pp | 81.5%+15.3pp | 67.7%+29.1pp |
| Annual return | 55.56% | 37.26%+18.3pp | 49.45%+6.1pp | 35.66%+19.9pp |
| Employer contribution / active EE | $4,016 | $2,800+43.4% | $3,941+1.9% | $2,757+45.7% |
| Participant deferral / active EE | $12,390 | $6,818+81.7% | $8,090+53.2% | $4,299+188.2% |
| Admin fee / account holder | $6,078 | $5,885+3.3% | $7,904-23.1% | $6,924-12.2% |