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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 | $47,611 | $183,627-74.1% | $155,602-69.4% | $145,978-67.4% |
| Participation rate | 95.2% | 82.7%+12.5pp | 78.2%+17.0pp | 80.3%+14.9pp |
| Annual return | 12.68% | 61.32%-48.6pp | 64.81%-52.1pp | 550.52%-537.8pp |
| Employer contribution / active EE | $3,592 | $5,316-32.4% | $4,675-23.2% | $4,662-23.0% |
| Participant deferral / active EE | $5,483 | $6,466-15.2% | $5,629-2.6% | $6,690-18.0% |
| Admin fee / account holder | $606 | $19,327-96.9% | $15,923-96.2% | $13,400-95.5% |