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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 | $47,399 | $61,125-22.5% | $94,057-49.6% | $87,485-45.8% |
| Participation rate | 96.2% | 64.1%+32.1pp | 73.3%+22.8pp | 68.9%+27.2pp |
| Annual return | 19.05% | 35.20%-16.1pp | 480.62%-461.6pp | 26.06%-7.0pp |
| Employer contribution / active EE | $2,101 | $2,136-1.7% | $2,933-28.4% | $2,596-19.1% |
| Participant deferral / active EE | $5,783 | $3,260+77.4% | $4,709+22.8% | $4,274+35.3% |
| Admin fee / account holder | $4,673 | $5,629-17.0% | $7,244-35.5% | $7,775-39.9% |