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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 | $52,761 | $63,861-17.4% | $104,625-49.6% | $79,852-33.9% |
| Participation rate | 83.9% | 64.9%+18.9pp | 74.1%+9.8pp | 69.6%+14.2pp |
| Annual return | 17.13% | 21.30%-4.2pp | 340.60%-323.5pp | 31.72%-14.6pp |
| Employer contribution / active EE | $3,302 | $1,588+107.9% | $2,681+23.2% | $2,471+33.6% |
| Participant deferral / active EE | $5,028 | $2,693+86.7% | $3,738+34.5% | $3,740+34.4% |
| Admin fee / account holder | $4,019 | $4,185-4.0% | $6,465-37.8% | $5,306-24.3% |