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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 | $55,446-12.6% | $155,574-68.9% | $74,429-34.9% |
| Participation rate | 95.9% | 61.9%+34.0pp | 78.2%+17.7pp | 67.2%+28.7pp |
| Annual return | 13.60% | 269.20%-255.6pp | 64.87%-51.3pp | 1368.38%-1354.8pp |
| Employer contribution / active EE | $1,972 | $2,266-13.0% | $4,676-57.8% | $2,625-24.9% |
| Participant deferral / active EE | $843 | $2,836-70.3% | $5,629-85.0% | $4,348-80.6% |
| Admin fee / account holder | $1,129 | $1,743-35.3% | $15,914-92.9% | $1,944-42.0% |