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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 | $49,030 | $58,828-16.7% | $78,002-37.1% | $62,881-22.0% |
| Participation rate | 95.7% | 71.1%+24.7pp | 75.5%+20.2pp | 69.3%+26.4pp |
| Annual return | 6.40% | 17.16%-10.8pp | 425.99%-419.6pp | 20.14%-13.7pp |
| Employer contribution / active EE | $2,107 | $1,672+26.1% | $2,470-14.7% | $2,281-7.6% |
| Participant deferral / active EE | $5,876 | $2,686+118.8% | $3,497+68.0% | $3,203+83.5% |
| Admin fee / account holder | $1,529 | $4,393-65.2% | $5,481-72.1% | $4,296-64.4% |