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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 | $49,949 | $99,053-49.6% | $88,179-43.4% | $138,895-64.0% |
| Participation rate | 83.3% | 74.2%+9.1pp | 69.1%+14.2pp | 79.9%+3.4pp |
| Annual return | 11.94% | 78.17%-66.2pp | 64.97%-53.0pp | 145.39%-133.5pp |
| Employer contribution / active EE | $1,307 | $2,882-54.7% | $2,549-48.7% | $4,194-68.8% |
| Participant deferral / active EE | $1,571 | $5,225-69.9% | $4,614-65.9% | $6,396-75.4% |
| Admin fee / account holder | $10,943 | $8,748+25.1% | $7,673+42.6% | $12,562-12.9% |