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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 | $46,785 | $88,672-47.2% | $105,223-55.5% | $82,448-43.3% |
| Participation rate | 86.2% | 67.9%+18.3pp | 75.0%+11.2pp | 68.1%+18.1pp |
| Annual return | 18.54% | 30.86%-12.3pp | 180.65%-162.1pp | 41.64%-23.1pp |
| Employer contribution / active EE | $4,741 | $3,048+55.6% | $3,689+28.5% | $2,551+85.9% |
| Participant deferral / active EE | $4,479 | $4,036+11.0% | $5,072-11.7% | $4,139+8.2% |
| Admin fee / account holder | $1,345 | $7,146-81.2% | $8,859-84.8% | $7,234-81.4% |