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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 | $51,638-8.2% | $68,368-30.7% | $82,448-42.5% |
| Participation rate | 96.2% | 63.6%+32.5pp | 73.8%+22.4pp | 68.1%+28.1pp |
| Annual return | 19.05% | 37.53%-18.5pp | 292.57%-273.5pp | 41.64%-22.6pp |
| Employer contribution / active EE | $2,101 | $2,047+2.7% | $2,649-20.7% | $2,551-17.6% |
| Participant deferral / active EE | $5,783 | $2,914+98.5% | $4,123+40.3% | $4,139+39.7% |
| Admin fee / account holder | $4,673 | $4,643+0.6% | $5,150-9.3% | $7,234-35.4% |