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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 | $48,074 | $166,242-71.1% | $165,071-70.9% | $145,884-67.0% |
| Participation rate | 92.3% | 82.0%+10.3pp | 78.6%+13.7pp | 80.3%+12.0pp |
| Annual return | 17.48% | 100.44%-83.0pp | 70.17%-52.7pp | 551.85%-534.4pp |
| Employer contribution / active EE | $2,313 | $5,283-56.2% | $4,347-46.8% | $4,662-50.4% |
| Participant deferral / active EE | $3,296 | $6,964-52.7% | $6,035-45.4% | $6,690-50.7% |
| Admin fee / account holder | $2,101 | $16,658-87.4% | $12,695-83.4% | $13,392-84.3% |