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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 | $50,408 | $58,851-14.3% | $115,170-56.2% | $72,975-30.9% |
| Participation rate | 96.6% | 65.5%+31.0pp | 75.9%+20.6pp | 69.5%+27.1pp |
| Annual return | 45.68% | 23.16%+22.5pp | 35.60%+10.1pp | 81.01%-35.3pp |
| Employer contribution / active EE | $4,121 | $1,798+129.2% | $3,179+29.6% | $2,440+68.9% |
| Participant deferral / active EE | $14,106 | $2,643+433.8% | $4,169+238.4% | $3,608+291.0% |
| Admin fee / account holder | $1,129 | $6,370-82.3% | $7,089-84.1% | $5,124-78.0% |