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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 | $47,633 | $100,970-52.8% | $96,576-50.7% | $137,256-65.3% |
| Participation rate | 95.7% | 82.6%+13.0pp | 81.4%+14.2pp | 80.0%+15.7pp |
| Annual return | 19.97% | 38.16%-18.2pp | 38.47%-18.5pp | 220.34%-200.4pp |
| Employer contribution / active EE | $6,739 | $3,809+76.9% | $3,553+89.7% | $4,156+62.1% |
| Participant deferral / active EE | $11,942 | $8,286+44.1% | $7,956+50.1% | $6,407+86.4% |
| Admin fee / account holder | $5,837 | $11,312-48.4% | $11,381-48.7% | $12,270-52.4% |