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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 | $48,444 | $97,078-50.1% | $103,065-53.0% | $145,897-66.8% |
| Participation rate | 94.4% | 81.1%+13.3pp | 80.6%+13.9pp | 80.3%+14.1pp |
| Annual return | 16.60% | 25.49%-8.9pp | 23.95%-7.4pp | 552.29%-535.7pp |
| Employer contribution / active EE | $6,270 | $4,680+34.0% | $4,675+34.1% | $4,663+34.5% |
| Participant deferral / active EE | $2,236 | $6,601-66.1% | $6,625-66.3% | $6,689-66.6% |
| Admin fee / account holder | $3,661 | $12,505-70.7% | $9,349-60.8% | $13,390-72.7% |