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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 | $49,096 | $110,410-55.5% | $102,437-52.1% | $145,897-66.3% |
| Participation rate | 90.9% | 77.9%+13.0pp | 74.5%+16.4pp | 80.3%+10.6pp |
| Annual return | 13.92% | 24.85%-10.9pp | 24.95%-11.0pp | 552.29%-538.4pp |
| Employer contribution / active EE | $2,800 | $4,217-33.6% | $3,871-27.7% | $4,663-39.9% |
| Participant deferral / active EE | $7,627 | $5,622+35.7% | $5,060+50.7% | $6,689+14.0% |
| Admin fee / account holder | $1,015 | $9,745-89.6% | $8,388-87.9% | $13,390-92.4% |