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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 | $46,354 | $65,566-29.3% | $86,235-46.2% | $75,177-38.3% |
| Participation rate | 94.7% | 60.5%+34.3pp | 69.0%+25.8pp | 67.2%+27.5pp |
| Annual return | 17.48% | 46.07%-28.6pp | 1170.03%-1152.6pp | 160.75%-143.3pp |
| Employer contribution / active EE | $4,404 | $1,553+183.5% | $2,381+85.0% | $2,671+64.9% |
| Participant deferral / active EE | $2,387 | $3,023-21.1% | $3,987-40.1% | $4,126-42.2% |
| Admin fee / account holder | $6,761 | $5,470+23.6% | $6,856-1.4% | $5,651+19.6% |