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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 | $54,145 | $78,425-31.0% | $95,956-43.6% | $79,858-32.2% |
| Participation rate | 79.5% | 73.5%+6.0pp | 77.1%+2.4pp | 69.6%+9.9pp |
| Annual return | 15.75% | 19.37%-3.6pp | 91.63%-75.9pp | 31.72%-16.0pp |
| Employer contribution / active EE | $4,740 | $1,945+143.7% | $2,541+86.5% | $2,471+91.9% |
| Participant deferral / active EE | $8,908 | $3,440+159.0% | $4,167+113.8% | $3,740+138.2% |
| Admin fee / account holder | $11,457 | $5,622+103.8% | $6,797+68.6% | $5,306+115.9% |