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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 | $46,717 | $81,331-42.6% | $155,534-70.0% | $80,935-42.3% |
| Participation rate | 96.8% | 66.3%+30.5pp | 78.2%+18.6pp | 67.7%+29.1pp |
| Annual return | 11.12% | 33.37%-22.3pp | 64.92%-53.8pp | 35.66%-24.5pp |
| Employer contribution / active EE | $11,942 | $3,105+284.7% | $4,675+155.5% | $2,757+333.2% |
| Participant deferral / active EE | $2,331 | $3,454-32.5% | $5,630-58.6% | $4,299-45.8% |
| Admin fee / account holder | $3,120 | $7,999-61.0% | $15,900-80.4% | $6,924-54.9% |