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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 | $47,788 | $102,429-53.3% | $147,096-67.5% | $80,925-40.9% |
| Participation rate | 97.3% | 75.9%+21.5pp | 82.2%+15.2pp | 67.7%+29.7pp |
| Annual return | 13.96% | 135.02%-121.1pp | 419.75%-405.8pp | 35.65%-21.7pp |
| Employer contribution / active EE | $3,112 | $3,716-16.2% | $4,936-36.9% | $2,756+12.9% |
| Participant deferral / active EE | $5,888 | $6,649-11.4% | $8,071-27.0% | $4,299+37.0% |
| Admin fee / account holder | $3,514 | $7,957-55.8% | $13,005-73.0% | $6,940-49.4% |