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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 | $45,297 | $88,672-48.9% | $105,223-57.0% | $82,448-45.1% |
| Participation rate | 88.9% | 67.9%+21.0pp | 75.0%+13.8pp | 68.1%+20.8pp |
| Annual return | 20.42% | 30.86%-10.4pp | 180.65%-160.2pp | 41.64%-21.2pp |
| Employer contribution / active EE | $4,043 | $3,048+32.7% | $3,689+9.6% | $2,551+58.5% |
| Participant deferral / active EE | $9,037 | $4,036+123.9% | $5,072+78.2% | $4,139+118.3% |
| Admin fee / account holder | $673 | $7,146-90.6% | $8,859-92.4% | $7,234-90.7% |