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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 | $51,911 | $76,371-32.0% | $93,621-44.6% | $72,976-28.9% |
| Participation rate | 87.5% | 71.8%+15.7pp | 75.8%+11.7pp | 69.5%+18.0pp |
| Annual return | 79.18% | 25.82%+53.4pp | 32.76%+46.4pp | 81.02%-1.8pp |
| Employer contribution / active EE | $6,301 | $2,276+176.9% | $2,719+131.8% | $2,440+158.2% |
| Participant deferral / active EE | $13,787 | $3,538+289.6% | $4,070+238.8% | $3,608+282.2% |
| Admin fee / account holder | $2,835 | $6,839-58.5% | $7,890-64.1% | $5,124-44.7% |