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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 | $102,609-44.0% | $98,090-41.4% | $138,895-58.6% |
| Participation rate | 95.2% | 82.8%+12.5pp | 81.5%+13.7pp | 79.9%+15.3pp |
| Annual return | 79.76% | 36.44%+43.3pp | 37.05%+42.7pp | 145.39%-65.6pp |
| Employer contribution / active EE | $6,284 | $3,867+62.5% | $3,606+74.3% | $4,194+49.8% |
| Participant deferral / active EE | $11,626 | $8,167+42.3% | $7,845+48.2% | $6,396+81.8% |
| Admin fee / account holder | $3,874 | $11,434-66.1% | $11,815-67.2% | $12,562-69.2% |