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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 | $47,835 | $104,251-54.1% | $91,004-47.4% | $147,586-67.6% |
| Participation rate | 90.0% | 78.2%+11.8pp | 75.6%+14.4pp | 82.8%+7.2pp |
| Annual return | 12.63% | 27.06%-14.4pp | 4.60%+8.0pp | 578.59%-566.0pp |
| Employer contribution / active EE | $3,146 | $3,116+1.0% | $2,456+28.1% | $4,876-35.5% |
| Participant deferral / active EE | $5,173 | $4,195+23.3% | $3,548+45.8% | $5,439-4.9% |
| Admin fee / account holder | $22,920 | $8,948+156.1% | $5,417+323.1% | $10,886+110.6% |