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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 | $49,618 | $102,696-51.7% | $86,235-42.5% | $139,487-64.4% |
| Participation rate | 88.9% | 74.5%+14.4pp | 69.0%+19.9pp | 80.3%+8.6pp |
| Annual return | 17.24% | 1925.91%-1908.7pp | 1170.03%-1152.8pp | 373.84%-356.6pp |
| Employer contribution / active EE | $3,795 | $3,034+25.1% | $2,381+59.4% | $4,755-20.2% |
| Participant deferral / active EE | $12,587 | $4,679+169.0% | $3,987+215.7% | $6,713+87.5% |
| Admin fee / account holder | $5,996 | $8,667-30.8% | $6,856-12.5% | $11,407-47.4% |