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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 | $46,331 | $78,705-41.1% | $117,857-60.7% | $70,131-33.9% |
| Participation rate | 98.7% | 73.2%+25.5pp | 79.7%+19.0pp | 69.5%+29.1pp |
| Annual return | 14.46% | 23.30%-8.8pp | 335.09%-320.6pp | 73.14%-58.7pp |
| Employer contribution / active EE | $4,484 | $2,223+101.7% | $3,786+18.4% | $2,342+91.4% |
| Participant deferral / active EE | $4,558 | $3,297+38.2% | $4,482+1.7% | $3,332+36.8% |
| Admin fee / account holder | $7,055 | $5,065+39.3% | $8,020-12.0% | $4,645+51.9% |