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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 | $47,829 | $88,672-46.1% | $105,223-54.5% | $82,448-42.0% |
| Participation rate | 95.8% | 67.9%+27.9pp | 75.0%+20.8pp | 68.1%+27.8pp |
| Annual return | 24.72% | 30.86%-6.1pp | 180.65%-155.9pp | 41.64%-16.9pp |
| Employer contribution / active EE | $4,010 | $3,048+31.6% | $3,689+8.7% | $2,551+57.2% |
| Participant deferral / active EE | $8,489 | $4,036+110.3% | $5,072+67.4% | $4,139+105.1% |
| Admin fee / account holder | $3,811 | $7,146-46.7% | $8,859-57.0% | $7,234-47.3% |