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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 | $47,433 | $93,345-49.2% | $119,126-60.2% | $87,485-45.8% |
| Participation rate | 97.3% | 68.7%+28.6pp | 75.8%+21.5pp | 68.9%+28.4pp |
| Annual return | 20.59% | 19.08%+1.5pp | 282.11%-261.5pp | 26.06%-5.5pp |
| Employer contribution / active EE | $2,379 | $3,172-25.0% | $4,034-41.0% | $2,596-8.4% |
| Participant deferral / active EE | $0 | $4,099-100.0% | $5,318-100.0% | $4,274-100.0% |
| Admin fee / account holder | $9,233 | $8,039+14.9% | $10,693-13.7% | $7,775+18.8% |