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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 | $46,564 | $78,682-40.8% | $109,188-57.4% | $85,851-45.8% |
| Participation rate | 92.5% | 68.3%+24.3pp | 75.9%+16.7pp | 69.3%+23.2pp |
| Annual return | 11.38% | 25.09%-13.7pp | 25.76%-14.4pp | 318.63%-307.3pp |
| Employer contribution / active EE | $6,327 | $2,734+131.4% | $3,723+69.9% | $2,565+146.6% |
| Participant deferral / active EE | $3,630 | $3,468+4.7% | $4,654-22.0% | $3,952-8.2% |
| Admin fee / account holder | $2,683 | $5,470-50.9% | $6,755-60.3% | $6,261-57.1% |