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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 | $46,706 | $77,908-40.1% | $149,696-68.8% | $75,173-37.9% |
| Participation rate | 96.2% | 65.6%+30.6pp | 78.8%+17.4pp | 67.2%+29.0pp |
| Annual return | 26.56% | 31.73%-5.2pp | 134.46%-107.9pp | 160.72%-134.2pp |
| Employer contribution / active EE | $3,805 | $3,138+21.3% | $4,821-21.1% | $2,671+42.4% |
| Participant deferral / active EE | $5,987 | $3,411+75.5% | $5,682+5.4% | $4,126+45.1% |
| Admin fee / account holder | $9,622 | $5,950+61.7% | $13,212-27.2% | $5,651+70.3% |