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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 | $77,523-35.2% | $100,383-49.9% | $80,874-37.8% |
| Participation rate | 96.8% | 77.0%+19.8pp | 81.5%+15.3pp | 67.6%+29.1pp |
| Annual return | 55.56% | 37.21%+18.3pp | 49.26%+6.3pp | 35.62%+19.9pp |
| Employer contribution / active EE | $4,016 | $2,801+43.4% | $3,944+1.8% | $2,756+45.7% |
| Participant deferral / active EE | $12,390 | $6,822+81.6% | $8,086+53.2% | $4,297+188.3% |
| Admin fee / account holder | $6,078 | $5,899+3.0% | $7,900-23.1% | $6,935-12.4% |