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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 | $47,348 | $53,128-10.9% | $86,582-45.3% | $70,126-32.5% |
| Participation rate | 97.7% | 65.3%+32.4pp | 73.5%+24.2pp | 69.5%+28.2pp |
| Annual return | 15.37% | 27.66%-12.3pp | 965.08%-949.7pp | 73.15%-57.8pp |
| Employer contribution / active EE | $5,660 | $2,068+173.7% | $2,839+99.3% | $2,343+141.6% |
| Participant deferral / active EE | $3,796 | $2,695+40.9% | $3,609+5.2% | $3,332+13.9% |
| Admin fee / account holder | $5,690 | $3,584+58.8% | $4,904+16.0% | $4,645+22.5% |