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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 | $48,595 | $212,386-77.1% | $199,883-75.7% | $138,895-65.0% |
| Participation rate | 94.1% | 87.4%+6.7pp | 86.8%+7.4pp | 79.9%+14.2pp |
| Annual return | 17.96% | 47.75%-29.8pp | 43.81%-25.8pp | 145.39%-127.4pp |
| Employer contribution / active EE | $4,857 | $6,625-26.7% | $6,261-22.4% | $4,194+15.8% |
| Participant deferral / active EE | $11,792 | $9,617+22.6% | $9,138+29.0% | $6,396+84.4% |
| Admin fee / account holder | $23,624 | $18,233+29.6% | $17,268+36.8% | $12,562+88.1% |