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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 | $44,378 | $98,776-55.1% | $149,745-70.4% | $79,856-44.4% |
| Participation rate | 98.7% | 75.8%+22.9pp | 82.5%+16.2pp | 69.6%+29.1pp |
| Annual return | 14.57% | 27.38%-12.8pp | 276.72%-262.1pp | 31.71%-17.1pp |
| Employer contribution / active EE | $4,519 | $3,217+40.4% | $4,646-2.7% | $2,471+82.8% |
| Participant deferral / active EE | $7,507 | $5,681+32.1% | $6,843+9.7% | $3,741+100.7% |
| Admin fee / account holder | $9,679 | $6,053+59.9% | $9,312+3.9% | $5,306+82.4% |