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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 | $88,672-46.5% | $105,223-54.9% | $82,448-42.5% |
| Participation rate | 97.0% | 67.9%+29.0pp | 75.0%+21.9pp | 68.1%+28.9pp |
| Annual return | 18.18% | 30.86%-12.7pp | 180.65%-162.5pp | 41.64%-23.5pp |
| Employer contribution / active EE | $4,426 | $3,048+45.2% | $3,689+20.0% | $2,551+73.5% |
| Participant deferral / active EE | $4,251 | $4,036+5.3% | $5,072-16.2% | $4,139+2.7% |
| Admin fee / account holder | $10,700 | $7,146+49.7% | $8,859+20.8% | $7,234+47.9% |