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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 | $47,914 | $65,027-26.3% | $90,970-47.3% | $79,852-40.0% |
| Participation rate | 92.7% | 61.6%+31.1pp | 69.0%+23.7pp | 69.6%+23.0pp |
| Annual return | 22.76% | 30.45%-7.7pp | 134.58%-111.8pp | 31.72%-9.0pp |
| Employer contribution / active EE | $4,576 | $1,247+266.9% | $2,122+115.6% | $2,471+85.2% |
| Participant deferral / active EE | $8,705 | $2,512+246.6% | $3,373+158.1% | $3,740+132.7% |
| Admin fee / account holder | $2,716 | $4,535-40.1% | $5,960-54.4% | $5,306-48.8% |