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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 | $81,676 | $106,864-23.6% | $147,318-44.6% | $82,637-1.2% |
| Participation rate | 98.5% | 75.5%+23.0pp | 82.1%+16.4pp | 68.1%+30.5pp |
| Annual return | 49.87% | 27.49%+22.4pp | 70.43%-20.6pp | 53.51%-3.6pp |
| Employer contribution / active EE | $6,383 | $3,417+86.8% | $4,593+39.0% | $2,552+150.1% |
| Participant deferral / active EE | $14,270 | $6,496+119.7% | $7,906+80.5% | $4,126+245.8% |
| Admin fee / account holder | $11,412 | $8,415+35.6% | $13,708-16.7% | $7,339+55.5% |