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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 | $46,604 | $162,529-71.3% | $130,788-64.4% | $154,746-69.9% |
| Participation rate | 90.0% | 75.9%+14.1pp | 70.1%+19.9pp | 80.7%+9.3pp |
| Annual return | 18.72% | 510.48%-491.8pp | 386.44%-367.7pp | 172.34%-153.6pp |
| Employer contribution / active EE | $2,405 | $4,447-45.9% | $3,558-32.4% | $4,379-45.1% |
| Participant deferral / active EE | $4,549 | $4,808-5.4% | $4,137+10.0% | $6,730-32.4% |
| Admin fee / account holder | $2,448 | $7,669-68.1% | $6,673-63.3% | $14,365-83.0% |