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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 | $47,655 | $93,598-49.1% | $135,974-65.0% | $75,173-36.6% |
| Participation rate | 87.7% | 75.2%+12.5pp | 81.9%+5.7pp | 67.2%+20.5pp |
| Annual return | 19.12% | 30.89%-11.8pp | 68.30%-49.2pp | 160.72%-141.6pp |
| Employer contribution / active EE | $4,764 | $3,538+34.6% | $4,859-2.0% | $2,671+78.3% |
| Participant deferral / active EE | $9,162 | $6,405+43.0% | $7,760+18.1% | $4,126+122.0% |
| Admin fee / account holder | $3,779 | $6,978-45.8% | $10,767-64.9% | $5,651-33.1% |