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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 | $45,564 | $81,208-43.9% | $98,920-53.9% | $79,852-42.9% |
| Participation rate | 89.7% | 72.5%+17.2pp | 76.0%+13.7pp | 69.6%+20.1pp |
| Annual return | 52.06% | 60.99%-8.9pp | 196.47%-144.4pp | 31.72%+20.3pp |
| Employer contribution / active EE | $2,913 | $1,960+48.6% | $2,689+8.3% | $2,471+17.9% |
| Participant deferral / active EE | $7,544 | $3,265+131.1% | $4,245+77.7% | $3,740+101.7% |
| Admin fee / account holder | $1,172 | $6,013-80.5% | $6,643-82.4% | $5,306-77.9% |