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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 | $49,934 | $62,592-20.2% | $85,709-41.7% | $85,847-41.8% |
| Participation rate | 93.2% | 61.1%+32.1pp | 69.9%+23.3pp | 69.3%+23.9pp |
| Annual return | 12.30% | 23.77%-11.5pp | 21.49%-9.2pp | 318.61%-306.3pp |
| Employer contribution / active EE | $2,180 | $1,755+24.2% | $2,619-16.8% | $2,565-15.0% |
| Participant deferral / active EE | $6,133 | $2,802+118.8% | $3,924+56.3% | $3,952+55.2% |
| Admin fee / account holder | $6,033 | $4,643+29.9% | $6,876-12.3% | $6,261-3.6% |