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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 | $48,883 | $111,535-56.2% | $105,223-53.5% | $137,256-64.4% |
| Participation rate | 80.0% | 78.1%+1.9pp | 75.0%+5.0pp | 80.0%0pp |
| Annual return | 15.77% | 237.85%-222.1pp | 180.65%-164.9pp | 220.34%-204.6pp |
| Employer contribution / active EE | $1,513 | $3,939-61.6% | $3,689-59.0% | $4,156-63.6% |
| Participant deferral / active EE | $12,939 | $5,500+135.3% | $5,072+155.1% | $6,407+102.0% |
| Admin fee / account holder | $3,058 | $9,721-68.5% | $8,859-65.5% | $12,270-75.1% |