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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 | $49,771 | $98,760-49.6% | $149,715-66.8% | $79,858-37.7% |
| Participation rate | 96.5% | 75.8%+20.7pp | 82.5%+14.0pp | 69.6%+26.9pp |
| Annual return | 14.70% | 27.43%-12.7pp | 276.66%-262.0pp | 31.72%-17.0pp |
| Employer contribution / active EE | $5,485 | $3,217+70.5% | $4,645+18.1% | $2,471+122.0% |
| Participant deferral / active EE | $7,881 | $5,681+38.7% | $6,842+15.2% | $3,740+110.7% |
| Admin fee / account holder | $4,752 | $6,053-21.5% | $9,310-49.0% | $5,306-10.4% |