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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 | $57,486 | $97,289-40.9% | $92,805-38.1% | $155,188-63.0% |
| Participation rate | 95.2% | 84.2%+11.1pp | 83.5%+11.7pp | 80.8%+14.4pp |
| Annual return | 79.76% | 29.03%+50.7pp | 31.59%+48.2pp | 148.84%-69.1pp |
| Employer contribution / active EE | $6,284 | $3,632+73.0% | $3,424+83.5% | $4,248+47.9% |
| Participant deferral / active EE | $11,626 | $8,795+32.2% | $8,448+37.6% | $6,531+78.0% |
| Admin fee / account holder | $3,874 | $12,015-67.8% | $10,911-64.5% | $14,480-73.2% |