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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 | $51,667 | $100,147-48.4% | $81,286-36.4% | $145,877-64.6% |
| Participation rate | 93.3% | 74.2%+19.1pp | 69.5%+23.8pp | 80.3%+13.0pp |
| Annual return | 11.56% | 34.44%-22.9pp | 24.80%-13.2pp | 551.28%-539.7pp |
| Employer contribution / active EE | $6,002 | $2,977+101.6% | $2,463+143.7% | $4,663+28.7% |
| Participant deferral / active EE | $1,635 | $4,607-64.5% | $3,883-57.9% | $6,691-75.6% |
| Admin fee / account holder | $461 | $8,201-94.4% | $5,764-92.0% | $13,402-96.6% |