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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 | $47,099 | $91,086-48.3% | $203,872-76.9% | $86,983-45.9% |
| Participation rate | 96.9% | 65.8%+31.0pp | 77.8%+19.1pp | 69.5%+27.3pp |
| Annual return | 30.35% | 22.30%+8.1pp | 85.11%-54.8pp | 25.83%+4.5pp |
| Employer contribution / active EE | $1,714 | $2,063-16.9% | $3,757-54.4% | $2,584-33.7% |
| Participant deferral / active EE | $2,249 | $4,019-44.0% | $6,388-64.8% | $4,194-46.4% |
| Admin fee / account holder | $1,735 | $8,987-80.7% | $11,730-85.2% | $7,856-77.9% |