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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 | $49,685 | $127,298-61.0% | $109,916-54.8% | $167,553-70.3% |
| Participation rate | 85.7% | 77.9%+7.8pp | 74.2%+11.5pp | 82.1%+3.6pp |
| Annual return | 19.99% | 22.97%-3.0pp | 29.46%-9.5pp | 478.89%-458.9pp |
| Employer contribution / active EE | $2,404 | $3,325-27.7% | $2,844-15.5% | $4,840-50.3% |
| Participant deferral / active EE | $9,313 | $4,513+106.4% | $4,047+130.1% | $6,343+46.8% |
| Admin fee / account holder | $2,263 | $7,119-68.2% | $6,069-62.7% | $12,316-81.6% |