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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 | $47,387 | $114,013-58.4% | $103,693-54.3% | $155,188-69.5% |
| Participation rate | 90.9% | 75.2%+15.7pp | 72.6%+18.3pp | 80.8%+10.1pp |
| Annual return | 13.55% | 49.31%-35.8pp | 47.61%-34.1pp | 148.84%-135.3pp |
| Employer contribution / active EE | $1,191 | $3,131-62.0% | $2,920-59.2% | $4,248-72.0% |
| Participant deferral / active EE | $1,827 | $4,970-63.2% | $4,579-60.1% | $6,531-72.0% |
| Admin fee / account holder | $6,278 | $8,407-25.3% | $7,858-20.1% | $14,480-56.6% |