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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 | $54,847 | $89,259-38.6% | $107,187-48.8% | $82,637-33.6% |
| Participation rate | 95.0% | 67.9%+27.1pp | 75.0%+20.0pp | 68.1%+26.9pp |
| Annual return | 16.25% | 21.02%-4.8pp | 204.55%-188.3pp | 53.51%-37.3pp |
| Employer contribution / active EE | $5,580 | $3,080+81.2% | $3,782+47.5% | $2,552+118.6% |
| Participant deferral / active EE | $4,733 | $4,037+17.2% | $5,096-7.1% | $4,126+14.7% |
| Admin fee / account holder | $2,446 | $7,381-66.9% | $9,162-73.3% | $7,339-66.7% |