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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 | $51,382 | $106,247-51.6% | $96,515-46.8% | $139,466-63.2% |
| Participation rate | 92.9% | 77.8%+15.0pp | 74.3%+18.5pp | 80.3%+12.5pp |
| Annual return | 17.30% | 38.47%-21.2pp | 35.73%-18.4pp | 373.66%-356.4pp |
| Employer contribution / active EE | $6,621 | $4,106+61.3% | $3,740+77.1% | $4,754+39.3% |
| Participant deferral / active EE | $5,839 | $5,456+7.0% | $4,880+19.7% | $6,712-13.0% |
| Admin fee / account holder | $3,559 | $7,885-54.9% | $6,735-47.2% | $11,409-68.8% |