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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 | $46,248 | $106,247-56.5% | $96,515-52.1% | $139,466-66.8% |
| Participation rate | 87.5% | 77.8%+9.7pp | 74.3%+13.2pp | 80.3%+7.2pp |
| Annual return | 11.44% | 38.47%-27.0pp | 35.73%-24.3pp | 373.66%-362.2pp |
| Employer contribution / active EE | $1,171 | $4,106-71.5% | $3,740-68.7% | $4,754-75.4% |
| Participant deferral / active EE | $2,239 | $5,456-59.0% | $4,880-54.1% | $6,712-66.6% |
| Admin fee / account holder | $8,041 | $7,885+2.0% | $6,735+19.4% | $11,409-29.5% |