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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 | $55,432 | $110,410-49.8% | $102,437-45.9% | $145,897-62.0% |
| Participation rate | 83.3% | 77.9%+5.4pp | 74.5%+8.8pp | 80.3%+3.0pp |
| Annual return | 37.37% | 24.85%+12.5pp | 24.95%+12.4pp | 552.29%-514.9pp |
| Employer contribution / active EE | $3,864 | $4,217-8.4% | $3,871-0.2% | $4,663-17.1% |
| Participant deferral / active EE | $8,144 | $5,622+44.9% | $5,060+60.9% | $6,689+21.7% |
| Admin fee / account holder | $15,542 | $9,745+59.5% | $8,388+85.3% | $13,390+16.1% |