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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 | $49,592 | $71,208-30.4% | $93,681-47.1% | $80,911-38.7% |
| Participation rate | 91.7% | 60.4%+31.3pp | 68.7%+22.9pp | 67.6%+24.0pp |
| Annual return | 12.38% | 11.27%+1.1pp | 133.47%-121.1pp | 35.63%-23.3pp |
| Employer contribution / active EE | $4,683 | $1,564+199.3% | $2,422+93.3% | $2,756+69.9% |
| Participant deferral / active EE | $7,241 | $4,035+79.5% | $4,415+64.0% | $4,297+68.5% |
| Admin fee / account holder | $3,123 | $6,951-55.1% | $8,290-62.3% | $6,935-55.0% |