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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 | $47,183 | $115,866-59.3% | $65,328-27.8% | $139,456-66.2% |
| Participation rate | 95.8% | 67.8%+28.0pp | 64.9%+30.9pp | 80.3%+15.5pp |
| Annual return | 16.22% | 31.21%-15.0pp | 47.39%-31.2pp | 373.45%-357.2pp |
| Employer contribution / active EE | $7,154 | $2,600+175.2% | $1,692+322.8% | $4,753+50.5% |
| Participant deferral / active EE | $6,569 | $4,242+54.9% | $2,832+132.0% | $6,711-2.1% |
| Admin fee / account holder | $5,134 | $6,705-23.4% | $4,116+24.7% | $11,407-55.0% |