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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 | $51,697 | $89,259-42.1% | $107,187-51.8% | $82,637-37.4% |
| Participation rate | 91.4% | 67.9%+23.5pp | 75.0%+16.4pp | 68.1%+23.4pp |
| Annual return | 16.38% | 21.02%-4.6pp | 204.55%-188.2pp | 53.51%-37.1pp |
| Employer contribution / active EE | $4,134 | $3,080+34.2% | $3,782+9.3% | $2,552+62.0% |
| Participant deferral / active EE | $2,730 | $4,037-32.4% | $5,096-46.4% | $4,126-33.8% |
| Admin fee / account holder | $9,195 | $7,381+24.6% | $9,162+0.4% | $7,339+25.3% |