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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 | $52,665 | $124,425-57.7% | $112,040-53.0% | $137,256-61.6% |
| Participation rate | 86.7% | 79.3%+7.4pp | 76.5%+10.2pp | 80.0%+6.7pp |
| Annual return | 48.97% | 24.72%+24.2pp | 24.52%+24.4pp | 220.34%-171.4pp |
| Employer contribution / active EE | $4,716 | $3,411+38.2% | $2,954+59.7% | $4,156+13.5% |
| Participant deferral / active EE | $8,502 | $5,718+48.7% | $5,098+66.8% | $6,407+32.7% |
| Admin fee / account holder | $7,741 | $15,207-49.1% | $12,098-36.0% | $12,270-36.9% |