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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 | $47,640 | $165,361-71.2% | $149,715-68.2% | $158,950-70.0% |
| Participation rate | 90.0% | 84.6%+5.4pp | 82.5%+7.5pp | 82.0%+8.0pp |
| Annual return | 15.71% | 348.24%-332.5pp | 276.66%-261.0pp | 302.91%-287.2pp |
| Employer contribution / active EE | $2,477 | $5,103-51.5% | $4,645-46.7% | $4,762-48.0% |
| Participant deferral / active EE | $10,315 | $7,182+43.6% | $6,842+50.8% | $5,983+72.4% |
| Admin fee / account holder | $5,254 | $10,808-51.4% | $9,310-43.6% | $11,248-53.3% |