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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 | $47,749 | $52,353-8.8% | $120,225-60.3% | $82,448-42.1% |
| Participation rate | 97.8% | 58.3%+39.5pp | 69.6%+28.2pp | 68.1%+29.7pp |
| Annual return | 20.96% | 61.85%-40.9pp | 439.23%-418.3pp | 41.64%-20.7pp |
| Employer contribution / active EE | $4,707 | $1,510+211.7% | $3,475+35.4% | $2,551+84.5% |
| Participant deferral / active EE | $10,137 | $2,627+285.9% | $3,999+153.5% | $4,139+144.9% |
| Admin fee / account holder | $4,746 | $4,363+8.8% | $5,696-16.7% | $7,234-34.4% |