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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 | $53,211 | $106,974-50.3% | $90,796-41.4% | $138,895-61.7% |
| Participation rate | 94.4% | 74.9%+19.6pp | 69.5%+25.0pp | 79.9%+14.5pp |
| Annual return | 38.15% | 20.10%+18.0pp | 19.29%+18.9pp | 145.39%-107.2pp |
| Employer contribution / active EE | $5,498 | $2,609+110.7% | $2,294+139.7% | $4,194+31.1% |
| Participant deferral / active EE | $10,576 | $4,455+137.4% | $3,822+176.7% | $6,396+65.3% |
| Admin fee / account holder | $11,148 | $8,626+29.2% | $7,024+58.7% | $12,562-11.3% |