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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 | $45,745 | $29,319+56.0% | $52,425-12.7% | $82,448-44.5% |
| Participation rate | 97.9% | 46.9%+51.1pp | 55.6%+42.3pp | 68.1%+29.8pp |
| Annual return | 19.17% | 535.20%-516.0pp | 302.12%-283.0pp | 41.64%-22.5pp |
| Employer contribution / active EE | $3,747 | $586+539.0% | $914+309.9% | $2,551+46.9% |
| Participant deferral / active EE | $2,478 | $1,171+111.5% | $1,790+38.4% | $4,139-40.1% |
| Admin fee / account holder | $702 | $1,962-64.2% | $2,495-71.9% | $7,234-90.3% |