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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 | $47,919 | $166,242-71.2% | $165,071-71.0% | $145,884-67.2% |
| Participation rate | 92.3% | 82.0%+10.3pp | 78.6%+13.7pp | 80.3%+12.0pp |
| Annual return | 28.25% | 100.44%-72.2pp | 70.17%-41.9pp | 551.85%-523.6pp |
| Employer contribution / active EE | $2,308 | $5,283-56.3% | $4,347-46.9% | $4,662-50.5% |
| Participant deferral / active EE | $4,043 | $6,964-41.9% | $6,035-33.0% | $6,690-39.6% |
| Admin fee / account holder | $721 | $16,658-95.7% | $12,695-94.3% | $13,392-94.6% |