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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 | $44,562 | $48,053-7.3% | $84,637-47.3% | $72,976-38.9% |
| Participation rate | 97.4% | 57.6%+39.9pp | 68.2%+29.2pp | 69.5%+27.9pp |
| Annual return | 20.36% | 37.39%-17.0pp | 258.82%-238.5pp | 81.02%-60.7pp |
| Employer contribution / active EE | $1,891 | $1,602+18.0% | $2,653-28.7% | $2,440-22.5% |
| Participant deferral / active EE | $3,800 | $2,681+41.8% | $3,900-2.6% | $3,608+5.3% |
| Admin fee / account holder | $7,475 | $3,395+120.1% | $4,914+52.1% | $5,124+45.9% |