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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 | $39,509 | $90,745-56.5% | $130,231-69.7% | $75,173-47.4% |
| Participation rate | 88.7% | 71.1%+17.7pp | 76.3%+12.4pp | 67.2%+21.5pp |
| Annual return | 55.01% | 34.45%+20.6pp | 38.86%+16.1pp | 160.72%-105.7pp |
| Employer contribution / active EE | $6,625 | $3,314+99.9% | $4,126+60.6% | $2,671+148.1% |
| Participant deferral / active EE | $11,873 | $5,362+121.4% | $6,799+74.6% | $4,126+187.7% |
| Admin fee / account holder | $2,778 | $6,331-56.1% | $6,020-53.9% | $5,651-50.8% |