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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 | $48,343 | $114,013-57.6% | $103,693-53.4% | $155,188-68.8% |
| Participation rate | 85.7% | 75.2%+10.5pp | 72.6%+13.1pp | 80.8%+4.9pp |
| Annual return | 11.95% | 49.31%-37.4pp | 47.61%-35.7pp | 148.84%-136.9pp |
| Employer contribution / active EE | $2,443 | $3,131-22.0% | $2,920-16.4% | $4,248-42.5% |
| Participant deferral / active EE | $9,582 | $4,970+92.8% | $4,579+109.2% | $6,531+46.7% |
| Admin fee / account holder | $1,921 | $8,407-77.2% | $7,858-75.6% | $14,480-86.7% |