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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 | $48,039 | $157,296-69.5% | $141,191-66.0% | $152,897-68.6% |
| Participation rate | 91.7% | 84.8%+6.8pp | 82.5%+9.2pp | 82.5%+9.2pp |
| Annual return | 24.11% | 64.34%-40.2pp | 71.41%-47.3pp | 345.43%-321.3pp |
| Employer contribution / active EE | $2,038 | $5,262-61.3% | $4,736-57.0% | $4,764-57.2% |
| Participant deferral / active EE | $5,308 | $7,111-25.4% | $6,710-20.9% | $5,851-9.3% |
| Admin fee / account holder | $2,099 | $12,125-82.7% | $10,264-79.6% | $11,599-81.9% |