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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 | $47,025 | $185,312-74.6% | $161,489-70.9% | $154,746-69.6% |
| Participation rate | 93.3% | 82.5%+10.9pp | 78.7%+14.6pp | 80.7%+12.6pp |
| Annual return | 18.82% | 103.84%-85.0pp | 89.72%-70.9pp | 172.34%-153.5pp |
| Employer contribution / active EE | $4,921 | $4,769+3.2% | $4,268+15.3% | $4,379+12.4% |
| Participant deferral / active EE | $10,045 | $6,350+58.2% | $5,630+78.4% | $6,730+49.3% |
| Admin fee / account holder | $5,394 | $18,654-71.1% | $16,006-66.3% | $14,365-62.5% |