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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 | $47,354 | $74,089-36.1% | $133,975-64.7% | $55,167-14.2% |
| Participation rate | 94.3% | 84.3%+10.1pp | 87.1%+7.3pp | 69.0%+25.3pp |
| Annual return | 12.32% | 12.11%+0.2pp | 29.29%-17.0pp | 169.23%-156.9pp |
| Employer contribution / active EE | $4,493 | $3,064+46.7% | $5,211-13.8% | $1,963+128.9% |
| Participant deferral / active EE | $8,882 | $4,678+89.9% | $6,282+41.4% | $3,054+190.8% |
| Admin fee / account holder | $1,335 | $458+191.5% | $9,324-85.7% | $504+165.0% |