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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 | $52,101 | $110,337-52.8% | $102,383-49.1% | $145,877-64.3% |
| Participation rate | 93.3% | 77.9%+15.4pp | 74.5%+18.8pp | 80.3%+13.0pp |
| Annual return | 9.75% | 24.83%-15.1pp | 24.94%-15.2pp | 551.28%-541.5pp |
| Employer contribution / active EE | $9,645 | $4,216+128.8% | $3,870+149.2% | $4,663+106.8% |
| Participant deferral / active EE | $2,536 | $5,621-54.9% | $5,060-49.9% | $6,691-62.1% |
| Admin fee / account holder | $3,536 | $9,750-63.7% | $8,391-57.9% | $13,402-73.6% |