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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 | $48,465 | $165,939-70.8% | $122,354-60.4% | $147,586-67.2% |
| Participation rate | 86.7% | 79.6%+7.1pp | 71.6%+15.0pp | 82.8%+3.8pp |
| Annual return | 19.66% | 34.56%-14.9pp | 30.28%-10.6pp | 578.59%-558.9pp |
| Employer contribution / active EE | $2,076 | $5,754-63.9% | $4,051-48.8% | $4,876-57.4% |
| Participant deferral / active EE | $3,620 | $4,005-9.6% | $3,287+10.1% | $5,439-33.4% |
| Admin fee / account holder | $1,662 | $7,425-77.6% | $5,479-69.7% | $10,886-84.7% |