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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 | $49,664 | $101,618-51.1% | $93,063-46.6% | $137,256-63.8% |
| Participation rate | 83.3% | 74.9%+8.4pp | 72.1%+11.2pp | 80.0%+3.4pp |
| Annual return | 14.29% | 223.95%-209.7pp | 34.15%-19.9pp | 220.34%-206.1pp |
| Employer contribution / active EE | $6,037 | $2,707+123.0% | $2,476+143.8% | $4,156+45.3% |
| Participant deferral / active EE | $4,542 | $4,279+6.1% | $3,958+14.7% | $6,407-29.1% |
| Admin fee / account holder | $11,285 | $6,198+82.1% | $6,033+87.1% | $12,270-8.0% |