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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 | $44,901 | $98,766-54.5% | $149,730-70.0% | $79,852-43.8% |
| Participation rate | 97.4% | 75.8%+21.6pp | 82.5%+14.9pp | 69.6%+27.7pp |
| Annual return | 21.67% | 27.43%-5.8pp | 276.70%-255.0pp | 31.72%-10.1pp |
| Employer contribution / active EE | $4,985 | $3,217+55.0% | $4,645+7.3% | $2,471+101.7% |
| Participant deferral / active EE | $6,426 | $5,681+13.1% | $6,843-6.1% | $3,740+71.8% |
| Admin fee / account holder | $893 | $6,052-85.2% | $9,310-90.4% | $5,306-83.2% |