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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 | $48,220 | $117,444-58.9% | $99,479-51.5% | $152,909-68.5% |
| Participation rate | 90.0% | 77.5%+12.5pp | 73.8%+16.2pp | 82.5%+7.5pp |
| Annual return | 21.16% | 31.87%-10.7pp | 30.72%-9.6pp | 345.46%-324.3pp |
| Employer contribution / active EE | $10,112 | $3,014+235.5% | $2,540+298.1% | $4,764+112.3% |
| Participant deferral / active EE | $5,965 | $4,086+46.0% | $3,619+64.8% | $5,851+1.9% |
| Admin fee / account holder | $505 | $7,635-93.4% | $6,253-91.9% | $11,601-95.6% |