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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 | $48,080 | $211,224-77.2% | $178,505-73.1% | $145,897-67.0% |
| Participation rate | 95.8% | 80.8%+15.0pp | 77.1%+18.7pp | 80.3%+15.5pp |
| Annual return | 15.43% | 30.28%-14.9pp | 27.16%-11.7pp | 552.29%-536.9pp |
| Employer contribution / active EE | $1,467 | $4,577-67.9% | $3,955-62.9% | $4,663-68.5% |
| Participant deferral / active EE | $6,812 | $6,966-2.2% | $6,280+8.5% | $6,689+1.8% |
| Admin fee / account holder | $839 | $12,109-93.1% | $10,428-92.0% | $13,390-93.7% |