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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 | $48,440 | $55,470-12.7% | $155,556-68.9% | $74,478-35.0% |
| Participation rate | 95.9% | 61.9%+34.0pp | 78.2%+17.7pp | 67.2%+28.7pp |
| Annual return | 13.60% | 269.80%-256.2pp | 64.84%-51.2pp | 1370.56%-1357.0pp |
| Employer contribution / active EE | $1,972 | $2,267-13.0% | $4,675-57.8% | $2,626-24.9% |
| Participant deferral / active EE | $843 | $2,838-70.3% | $5,631-85.0% | $4,350-80.6% |
| Admin fee / account holder | $1,129 | $1,744-35.3% | $15,885-92.9% | $1,946-42.0% |