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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 | $99,380-46.5% | $90,312-41.1% | $155,188-65.7% |
| Participation rate | 94.4% | 77.3%+17.1pp | 72.9%+21.5pp | 80.8%+13.6pp |
| Annual return | 38.15% | 19.35%+18.8pp | 18.90%+19.3pp | 148.84%-110.7pp |
| Employer contribution / active EE | $5,498 | $2,390+130.1% | $2,243+145.2% | $4,248+29.4% |
| Participant deferral / active EE | $10,576 | $4,212+151.1% | $3,749+182.1% | $6,531+61.9% |
| Admin fee / account holder | $11,148 | $9,766+14.2% | $8,248+35.2% | $14,480-23.0% |