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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 | $45,570 | $124,346-63.4% | $111,308-59.1% | $167,536-72.8% |
| Participation rate | 89.5% | 79.6%+9.8pp | 77.3%+12.2pp | 82.1%+7.4pp |
| Annual return | 9.41% | 37.45%-28.0pp | 54.67%-45.3pp | 478.82%-469.4pp |
| Employer contribution / active EE | $6,240 | $3,437+81.5% | $2,732+128.4% | $4,839+28.9% |
| Participant deferral / active EE | $4,558 | $5,182-12.0% | $4,487+1.6% | $6,342-28.1% |
| Admin fee / account holder | $2,478 | $10,621-76.7% | $7,965-68.9% | $12,315-79.9% |