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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 | $47,918 | $109,372-56.2% | $89,414-46.4% | $158,966-69.9% |
| Participation rate | 83.3% | 74.3%+9.1pp | 68.0%+15.3pp | 82.0%+1.4pp |
| Annual return | 11.35% | 345.55%-334.2pp | 245.50%-234.1pp | 302.95%-291.6pp |
| Employer contribution / active EE | $1,984 | $3,171-37.4% | $2,586-23.3% | $4,762-58.3% |
| Participant deferral / active EE | $5,700 | $4,598+24.0% | $3,890+46.5% | $5,983-4.7% |
| Admin fee / account holder | $8,890 | $6,156+44.4% | $4,883+82.1% | $11,250-21.0% |