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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 | $43,172 | $106,749-59.6% | $145,433-70.3% | $82,448-47.6% |
| Participation rate | 95.7% | 75.6%+20.0pp | 82.1%+13.5pp | 68.1%+27.6pp |
| Annual return | 95.46% | 27.59%+67.9pp | 66.58%+28.9pp | 41.64%+53.8pp |
| Employer contribution / active EE | $4,552 | $3,444+32.1% | $4,554-0.1% | $2,551+78.4% |
| Participant deferral / active EE | $9,058 | $6,519+39.0% | $7,897+14.7% | $4,139+118.8% |
| Admin fee / account holder | $7,697 | $8,390-8.3% | $13,129-41.4% | $7,234+6.4% |