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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 | $44,296 | $110,212-59.8% | $96,534-54.1% | $139,466-68.2% |
| Participation rate | 91.7% | 78.1%+13.5pp | 76.0%+15.7pp | 80.3%+11.3pp |
| Annual return | 14.54% | 26.42%-11.9pp | 25.88%-11.3pp | 373.66%-359.1pp |
| Employer contribution / active EE | $6,735 | $3,620+86.1% | $2,965+127.1% | $4,754+41.7% |
| Participant deferral / active EE | $2,878 | $5,547-48.1% | $4,851-40.7% | $6,712-57.1% |
| Admin fee / account holder | $2,234 | $11,599-80.7% | $8,253-72.9% | $11,409-80.4% |