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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 | $49,142 | $107,421-54.3% | $182,262-73.0% | $94,015-47.7% |
| Participation rate | 94.8% | 77.8%+17.0pp | 84.2%+10.6pp | 70.8%+24.0pp |
| Annual return | 22.08% | 21.32%+0.8pp | 140.60%-118.5pp | 17.84%+4.2pp |
| Employer contribution / active EE | $4,806 | $3,448+39.4% | $5,046-4.8% | $2,790+72.2% |
| Participant deferral / active EE | $10,508 | $6,558+60.2% | $8,276+27.0% | $4,249+147.3% |
| Admin fee / account holder | $3,961 | $8,692-54.4% | $16,712-76.3% | $8,951-55.7% |