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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 | $47,836 | $91,167-47.5% | $178,498-73.2% | $79,858-40.1% |
| Participation rate | 91.1% | 69.2%+21.9pp | 81.9%+9.1pp | 69.6%+21.4pp |
| Annual return | 13.66% | 24.19%-10.5pp | 151.09%-137.4pp | 31.72%-18.1pp |
| Employer contribution / active EE | $2,117 | $3,255-35.0% | $5,011-57.7% | $2,471-14.3% |
| Participant deferral / active EE | $3,517 | $3,236+8.7% | $5,202-32.4% | $3,740-6.0% |
| Admin fee / account holder | $6,859 | $6,747+1.7% | $13,985-51.0% | $5,306+29.3% |