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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 | $54,237 | $91,559-40.8% | $133,978-59.5% | $79,856-32.1% |
| Participation rate | 97.5% | 73.3%+24.2pp | 79.8%+17.7pp | 69.6%+27.9pp |
| Annual return | 13.92% | 61.85%-47.9pp | 45.10%-31.2pp | 31.71%-17.8pp |
| Employer contribution / active EE | $5,263 | $2,384+120.8% | $3,919+34.3% | $2,471+113.0% |
| Participant deferral / active EE | $12,498 | $3,734+234.7% | $5,047+147.6% | $3,741+234.1% |
| Admin fee / account holder | $11,776 | $6,321+86.3% | $8,930+31.9% | $5,306+121.9% |