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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 | $46,986 | $62,592-24.9% | $85,709-45.2% | $85,847-45.3% |
| Participation rate | 93.3% | 61.1%+32.2pp | 69.9%+23.5pp | 69.3%+24.0pp |
| Annual return | 12.36% | 23.77%-11.4pp | 21.49%-9.1pp | 318.61%-306.2pp |
| Employer contribution / active EE | $6,140 | $1,755+249.8% | $2,619+134.5% | $2,565+139.3% |
| Participant deferral / active EE | $2,865 | $2,802+2.2% | $3,924-27.0% | $3,952-27.5% |
| Admin fee / account holder | $2,806 | $4,643-39.6% | $6,876-59.2% | $6,261-55.2% |