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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 | $46,688 | $87,225-46.5% | $158,226-70.5% | $94,015-50.3% |
| Participation rate | 97.3% | 67.9%+29.4pp | 74.8%+22.5pp | 70.8%+26.5pp |
| Annual return | 12.34% | 16.34%-4.0pp | 501.41%-489.1pp | 17.84%-5.5pp |
| Employer contribution / active EE | $1,207 | $2,217-45.5% | $2,986-59.6% | $2,790-56.7% |
| Participant deferral / active EE | $1,796 | $3,405-47.2% | $4,317-58.4% | $4,249-57.7% |
| Admin fee / account holder | $11,810 | $7,888+49.7% | $10,217+15.6% | $8,951+31.9% |