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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 | $47,986 | $65,027-26.2% | $90,970-47.3% | $79,852-39.9% |
| Participation rate | 89.2% | 61.6%+27.6pp | 69.0%+20.2pp | 69.6%+19.6pp |
| Annual return | 12.22% | 30.45%-18.2pp | 134.58%-122.4pp | 31.72%-19.5pp |
| Employer contribution / active EE | $3,068 | $1,247+146.0% | $2,122+44.5% | $2,471+24.2% |
| Participant deferral / active EE | $2,434 | $2,512-3.1% | $3,373-27.9% | $3,740-34.9% |
| Admin fee / account holder | $19,120 | $4,535+321.6% | $5,960+220.8% | $5,306+260.3% |