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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 | $48,724 | $98,760-50.7% | $149,715-67.5% | $79,858-39.0% |
| Participation rate | 96.9% | 75.8%+21.1pp | 82.5%+14.4pp | 69.6%+27.2pp |
| Annual return | 23.50% | 27.43%-3.9pp | 276.66%-253.2pp | 31.72%-8.2pp |
| Employer contribution / active EE | $3,347 | $3,217+4.0% | $4,645-27.9% | $2,471+35.4% |
| Participant deferral / active EE | $10,018 | $5,681+76.3% | $6,842+46.4% | $3,740+167.8% |
| Admin fee / account holder | $3,359 | $6,053-44.5% | $9,310-63.9% | $5,306-36.7% |