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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 | $46,679 | $78,707-40.7% | $117,861-60.4% | $70,126-33.4% |
| Participation rate | 97.7% | 73.2%+24.5pp | 79.7%+18.1pp | 69.5%+28.2pp |
| Annual return | 18.92% | 23.30%-4.4pp | 335.11%-316.2pp | 73.15%-54.2pp |
| Employer contribution / active EE | $3,053 | $2,223+37.3% | $3,786-19.4% | $2,343+30.3% |
| Participant deferral / active EE | $4,612 | $3,297+39.9% | $4,482+2.9% | $3,332+38.4% |
| Admin fee / account holder | $10,747 | $5,066+112.2% | $8,021+34.0% | $4,645+131.3% |