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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 | $47,807 | $89,259-46.4% | $107,187-55.4% | $82,637-42.1% |
| Participation rate | 88.9% | 67.9%+21.0pp | 75.0%+13.9pp | 68.1%+20.8pp |
| Annual return | 19.29% | 21.02%-1.7pp | 204.55%-185.3pp | 53.51%-34.2pp |
| Employer contribution / active EE | $1,763 | $3,080-42.8% | $3,782-53.4% | $2,552-30.9% |
| Participant deferral / active EE | $3,206 | $4,037-20.6% | $5,096-37.1% | $4,126-22.3% |
| Admin fee / account holder | $999 | $7,381-86.5% | $9,162-89.1% | $7,339-86.4% |