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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 | $52,063 | $98,766-47.3% | $149,730-65.2% | $79,852-34.8% |
| Participation rate | 96.6% | 75.8%+20.8pp | 82.5%+14.1pp | 69.6%+26.9pp |
| Annual return | 20.10% | 27.43%-7.3pp | 276.70%-256.6pp | 31.72%-11.6pp |
| Employer contribution / active EE | $5,083 | $3,217+58.0% | $4,645+9.4% | $2,471+105.7% |
| Participant deferral / active EE | $4,943 | $5,681-13.0% | $6,843-27.8% | $3,740+32.2% |
| Admin fee / account holder | $872 | $6,052-85.6% | $9,310-90.6% | $5,306-83.6% |