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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 | $44,798 | $101,798-56.0% | $165,071-72.9% | $80,935-44.6% |
| Participation rate | 93.8% | 71.8%+21.9pp | 78.6%+15.1pp | 67.7%+26.1pp |
| Annual return | 12.02% | 16.73%-4.7pp | 70.17%-58.2pp | 35.66%-23.6pp |
| Employer contribution / active EE | $5,383 | $2,954+82.2% | $4,347+23.8% | $2,757+95.3% |
| Participant deferral / active EE | $5,784 | $4,476+29.2% | $6,035-4.2% | $4,299+34.5% |
| Admin fee / account holder | $1,438 | $8,221-82.5% | $12,695-88.7% | $6,924-79.2% |