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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 | $96,731-46.6% | $123,973-58.3% | $86,983-40.6% |
| Participation rate | 91.4% | 70.0%+21.4pp | 76.7%+14.8pp | 69.5%+21.9pp |
| Annual return | 16.38% | 17.33%-0.9pp | 388.13%-371.7pp | 25.83%-9.4pp |
| Employer contribution / active EE | $4,134 | $3,297+25.4% | $4,126+0.2% | $2,584+59.9% |
| Participant deferral / active EE | $2,730 | $4,152-34.2% | $5,247-48.0% | $4,194-34.9% |
| Admin fee / account holder | $9,195 | $8,722+5.4% | $11,799-22.1% | $7,856+17.0% |