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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 | $46,866 | $93,346-49.8% | $71,796-34.7% | $273,972-82.9% |
| Participation rate | 87.5% | 76.5%+11.0pp | 69.1%+18.4pp | 83.0%+4.5pp |
| Annual return | 2.33% | 130.39%-128.1pp | 78.04%-75.7pp | 41.46%-39.1pp |
| Employer contribution / active EE | $5,168 | $2,733+89.1% | $1,924+168.5% | $4,869+6.1% |
| Participant deferral / active EE | $10,361 | $3,475+198.2% | $2,794+270.8% | $5,287+96.0% |
| Admin fee / account holder | $388 | $6,571-94.1% | $4,815-91.9% | $10,133-96.2% |