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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 | $51,107 | $93,598-45.4% | $135,974-62.4% | $75,173-32.0% |
| Participation rate | 94.3% | 75.2%+19.1pp | 81.9%+12.4pp | 67.2%+27.1pp |
| Annual return | 40.92% | 30.89%+10.0pp | 68.30%-27.4pp | 160.72%-119.8pp |
| Employer contribution / active EE | $14,498 | $3,538+309.8% | $4,859+198.4% | $2,671+442.8% |
| Participant deferral / active EE | $18,096 | $6,405+182.5% | $7,760+133.2% | $4,126+338.6% |
| Admin fee / account holder | $735 | $6,978-89.5% | $10,767-93.2% | $5,651-87.0% |