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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 | $47,616 | $157,829-69.8% | $136,867-65.2% | $198,609-76.0% |
| Participation rate | 72.7% | 77.2%-4.4pp | 74.5%-1.8pp | 82.4%-9.7pp |
| Annual return | 9.98% | 51.25%-41.3pp | 42.97%-33.0pp | 202.70%-192.7pp |
| Employer contribution / active EE | $6,669 | $3,923+70.0% | $3,547+88.0% | $5,055+31.9% |
| Participant deferral / active EE | $10,843 | $5,463+98.5% | $4,924+120.2% | $6,977+55.4% |
| Admin fee / account holder | $5,391 | $11,107-51.5% | $10,340-47.9% | $19,030-71.7% |