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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 | $45,381 | $201,259-77.5% | $184,200-75.4% | $145,959-68.9% |
| Participation rate | 94.4% | 87.5%+6.9pp | 86.8%+7.6pp | 80.3%+14.2pp |
| Annual return | 35.82% | 28.98%+6.8pp | 28.80%+7.0pp | 561.95%-526.1pp |
| Employer contribution / active EE | $10,497 | $7,018+49.6% | $6,424+63.4% | $4,661+125.2% |
| Participant deferral / active EE | $8,542 | $9,806-12.9% | $9,132-6.5% | $6,689+27.7% |
| Admin fee / account holder | $2,191 | $16,372-86.6% | $13,907-84.2% | $13,398-83.6% |