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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 | $46,841 | $57,541-18.6% | $95,740-51.1% | $75,173-37.7% |
| Participation rate | 95.7% | 62.5%+33.1pp | 72.3%+23.4pp | 67.2%+28.4pp |
| Annual return | 19.78% | 34.93%-15.2pp | 28.41%-8.6pp | 160.72%-140.9pp |
| Employer contribution / active EE | $6,845 | $1,808+278.7% | $2,836+141.3% | $2,671+156.3% |
| Participant deferral / active EE | $3,414 | $3,074+11.1% | $4,244-19.5% | $4,126-17.3% |
| Admin fee / account holder | $4,345 | $4,099+6.0% | $5,676-23.5% | $5,651-23.1% |