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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 | $55,784 | $93,598-40.4% | $135,974-59.0% | $75,173-25.8% |
| Participation rate | 91.4% | 75.2%+16.2pp | 81.9%+9.5pp | 67.2%+24.2pp |
| Annual return | 44.89% | 30.89%+14.0pp | 68.30%-23.4pp | 160.72%-115.8pp |
| Employer contribution / active EE | $8,606 | $3,538+143.3% | $4,859+77.1% | $2,671+222.2% |
| Participant deferral / active EE | $18,559 | $6,405+189.7% | $7,760+139.2% | $4,126+349.8% |
| Admin fee / account holder | $3,713 | $6,978-46.8% | $10,767-65.5% | $5,651-34.3% |