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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 | $49,336 | $95,406-48.3% | $185,849-73.5% | $85,847-42.5% |
| Participation rate | 81.0% | 68.8%+12.2pp | 81.7%-0.8pp | 69.3%+11.6pp |
| Annual return | 12.09% | 23.59%-11.5pp | 122.10%-110.0pp | 318.61%-306.5pp |
| Employer contribution / active EE | $3,311 | $3,314-0.1% | $5,169-35.9% | $2,565+29.1% |
| Participant deferral / active EE | $4,487 | $3,424+31.1% | $5,569-19.4% | $3,952+13.5% |
| Admin fee / account holder | $1,546 | $7,214-78.6% | $16,244-90.5% | $6,261-75.3% |