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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 | $48,817 | $107,809-54.7% | $97,032-49.7% | $155,188-68.5% |
| Participation rate | 88.9% | 75.5%+13.4pp | 71.6%+17.3pp | 80.8%+8.1pp |
| Annual return | 17.89% | 38.06%-20.2pp | 35.38%-17.5pp | 148.84%-130.9pp |
| Employer contribution / active EE | $5,995 | $2,911+105.9% | $2,629+128.0% | $4,248+41.1% |
| Participant deferral / active EE | $8,685 | $5,129+69.3% | $4,672+85.9% | $6,531+33.0% |
| Admin fee / account holder | $4,685 | $10,717-56.3% | $9,418-50.3% | $14,480-67.6% |