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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 | $36,409 | $93,617-61.1% | $135,982-73.2% | $75,177-51.6% |
| Participation rate | 89.3% | 75.2%+14.1pp | 81.9%+7.4pp | 67.2%+22.1pp |
| Annual return | 54.79% | 30.89%+23.9pp | 68.32%-13.5pp | 160.75%-106.0pp |
| Employer contribution / active EE | $7,636 | $3,538+115.8% | $4,859+57.1% | $2,671+185.9% |
| Participant deferral / active EE | $15,442 | $6,406+141.1% | $7,760+99.0% | $4,126+274.2% |
| Admin fee / account holder | $7,811 | $6,980+11.9% | $10,767-27.5% | $5,651+38.2% |