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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 | $47,546 | $67,823-29.9% | $52,425-9.3% | $137,256-65.4% |
| Participation rate | 93.3% | 63.9%+29.4pp | 55.6%+37.7pp | 80.0%+13.4pp |
| Annual return | 21.66% | 219.11%-197.5pp | 302.12%-280.5pp | 220.34%-198.7pp |
| Employer contribution / active EE | $3,892 | $1,163+234.7% | $914+325.7% | $4,156-6.3% |
| Participant deferral / active EE | $3,757 | $2,288+64.2% | $1,790+109.9% | $6,407-41.4% |
| Admin fee / account holder | $1,487 | $2,844-47.7% | $2,495-40.4% | $12,270-87.9% |