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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 | $78,520-43.0% | $96,576-53.7% | $82,448-45.8% |
| Participation rate | 93.9% | 77.7%+16.2pp | 81.4%+12.5pp | 68.1%+25.9pp |
| Annual return | 53.16% | 41.30%+11.9pp | 38.47%+14.7pp | 41.64%+11.5pp |
| Employer contribution / active EE | $10,277 | $2,630+290.8% | $3,553+189.2% | $2,551+302.9% |
| Participant deferral / active EE | $20,174 | $6,754+198.7% | $7,956+153.6% | $4,139+387.4% |
| Admin fee / account holder | $11,845 | $13,455-12.0% | $11,381+4.1% | $7,234+63.7% |