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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 | $54,976 | $91,037-39.6% | $71,671-23.3% | $147,586-62.7% |
| Participation rate | 90.0% | 76.1%+13.9pp | 68.7%+21.3pp | 82.8%+7.2pp |
| Annual return | 15.29% | 20.48%-5.2pp | 20.65%-5.4pp | 578.59%-563.3pp |
| Employer contribution / active EE | $5,952 | $3,327+78.9% | $2,460+142.0% | $4,876+22.1% |
| Participant deferral / active EE | $6,392 | $4,498+42.1% | $3,438+85.9% | $5,439+17.5% |
| Admin fee / account holder | $14,168 | $8,613+64.5% | $5,558+154.9% | $10,886+30.1% |