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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 | $47,259 | $64,324-26.5% | $118,914-60.3% | $79,856-40.8% |
| Participation rate | 97.9% | 64.9%+33.1pp | 75.4%+22.5pp | 69.6%+28.3pp |
| Annual return | 19.78% | 86.45%-66.7pp | 35.89%-16.1pp | 31.71%-11.9pp |
| Employer contribution / active EE | $4,762 | $1,836+159.3% | $3,264+45.9% | $2,471+92.7% |
| Participant deferral / active EE | $2,864 | $2,824+1.4% | $4,266-32.9% | $3,741-23.4% |
| Admin fee / account holder | $2,057 | $4,040-49.1% | $6,582-68.8% | $5,306-61.2% |