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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 | $48,280 | $49,177-1.8% | $79,467-39.2% | $64,173-24.8% |
| Participation rate | 93.3% | 65.0%+28.3pp | 73.3%+20.0pp | 69.6%+23.8pp |
| Annual return | 10.64% | -1.16%+11.8pp | 718.30%-707.7pp | 7.63%+3.0pp |
| Employer contribution / active EE | $4,656 | $2,076+124.3% | $2,800+66.3% | $2,381+95.6% |
| Participant deferral / active EE | $5,938 | $2,821+110.5% | $3,704+60.3% | $3,470+71.2% |
| Admin fee / account holder | $1,410 | $3,839-63.3% | $5,104-72.4% | $4,887-71.1% |