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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 | $42,586 | $106,864-60.1% | $147,318-71.1% | $82,637-48.5% |
| Participation rate | 95.0% | 75.5%+19.5pp | 82.1%+12.9pp | 68.1%+26.9pp |
| Annual return | 39.40% | 27.49%+11.9pp | 70.43%-31.0pp | 53.51%-14.1pp |
| Employer contribution / active EE | $3,976 | $3,417+16.4% | $4,593-13.4% | $2,552+55.8% |
| Participant deferral / active EE | $16,758 | $6,496+158.0% | $7,906+112.0% | $4,126+306.2% |
| Admin fee / account holder | $11,683 | $8,415+38.8% | $13,708-14.8% | $7,339+59.2% |