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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 | $47,807 | $101,763-53.0% | $164,866-71.0% | $80,874-40.9% |
| Participation rate | 76.6% | 71.8%+4.8pp | 78.6%-2.0pp | 67.6%+8.9pp |
| Annual return | 19.89% | 16.73%+3.2pp | 69.97%-50.1pp | 35.62%-15.7pp |
| Employer contribution / active EE | $6,608 | $2,954+123.7% | $4,343+52.2% | $2,756+139.8% |
| Participant deferral / active EE | $14,056 | $4,477+214.0% | $6,033+133.0% | $4,297+227.1% |
| Admin fee / account holder | $10,204 | $8,228+24.0% | $12,689-19.6% | $6,935+47.1% |