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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 | $48,718 | $102,382-52.4% | $147,005-66.9% | $80,874-39.8% |
| Participation rate | 96.0% | 75.8%+20.2pp | 82.2%+13.8pp | 67.6%+28.4pp |
| Annual return | 11.88% | 134.89%-123.0pp | 418.76%-406.9pp | 35.62%-23.7pp |
| Employer contribution / active EE | $3,680 | $3,715-0.9% | $4,934-25.4% | $2,756+33.5% |
| Participant deferral / active EE | $6,864 | $6,646+3.3% | $8,070-14.9% | $4,297+59.7% |
| Admin fee / account holder | $9,948 | $7,942+25.3% | $13,006-23.5% | $6,935+43.4% |