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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 | $52,560 | $98,766-46.8% | $149,730-64.9% | $79,852-34.2% |
| Participation rate | 97.8% | 75.8%+22.0pp | 82.5%+15.3pp | 69.6%+28.2pp |
| Annual return | 24.29% | 27.43%-3.1pp | 276.70%-252.4pp | 31.72%-7.4pp |
| Employer contribution / active EE | $4,554 | $3,217+41.6% | $4,645-2.0% | $2,471+84.3% |
| Participant deferral / active EE | $9,398 | $5,681+65.4% | $6,843+37.3% | $3,740+151.2% |
| Admin fee / account holder | $2,582 | $6,052-57.3% | $9,310-72.3% | $5,306-51.3% |