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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 | $51,773 | $101,795-49.1% | $165,100-68.6% | $80,959-36.1% |
| Participation rate | 94.6% | 71.8%+22.8pp | 78.6%+16.0pp | 67.7%+26.9pp |
| Annual return | 15.86% | 16.73%-0.9pp | 70.21%-54.4pp | 35.67%-19.8pp |
| Employer contribution / active EE | $4,871 | $2,954+64.9% | $4,348+12.0% | $2,757+76.6% |
| Participant deferral / active EE | $11,097 | $4,476+147.9% | $6,035+83.9% | $4,300+158.0% |
| Admin fee / account holder | $3,631 | $8,221-55.8% | $12,696-71.4% | $6,925-47.6% |