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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 | $47,420 | $93,345-49.2% | $119,126-60.2% | $87,485-45.8% |
| Participation rate | 97.0% | 68.7%+28.2pp | 75.8%+21.2pp | 68.9%+28.0pp |
| Annual return | 18.18% | 19.08%-0.9pp | 282.11%-263.9pp | 26.06%-7.9pp |
| Employer contribution / active EE | $4,426 | $3,172+39.6% | $4,034+9.7% | $2,596+70.5% |
| Participant deferral / active EE | $4,251 | $4,099+3.7% | $5,318-20.1% | $4,274-0.5% |
| Admin fee / account holder | $10,700 | $8,039+33.1% | $10,693+0.1% | $7,775+37.6% |