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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 | $47,076 | $103,038-54.3% | $90,324-47.9% | $152,909-69.2% |
| Participation rate | 93.3% | 75.9%+17.5pp | 73.3%+20.1pp | 82.5%+10.9pp |
| Annual return | 21.95% | 95.25%-73.3pp | 78.15%-56.2pp | 345.46%-323.5pp |
| Employer contribution / active EE | $3,887 | $3,141+23.8% | $2,856+36.1% | $4,764-18.4% |
| Participant deferral / active EE | $3,357 | $4,282-21.6% | $3,885-13.6% | $5,851-42.6% |
| Admin fee / account holder | $3,376 | $6,177-45.4% | $5,356-37.0% | $11,601-70.9% |