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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 | $44,720 | $77,358-42.2% | $102,184-56.2% | $87,485-48.9% |
| Participation rate | 93.9% | 78.7%+15.3pp | 82.6%+11.3pp | 68.9%+25.0pp |
| Annual return | 53.16% | 41.11%+12.0pp | 31.58%+21.6pp | 26.06%+27.1pp |
| Employer contribution / active EE | $10,277 | $2,562+301.1% | $3,594+186.0% | $2,596+295.8% |
| Participant deferral / active EE | $20,174 | $6,753+198.8% | $8,309+142.8% | $4,274+372.1% |
| Admin fee / account holder | $11,845 | $6,809+74.0% | $11,609+2.0% | $7,775+52.4% |