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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 | $46,047 | $110,410-58.3% | $102,437-55.0% | $145,897-68.4% |
| Participation rate | 93.8% | 77.9%+15.8pp | 74.5%+19.2pp | 80.3%+13.4pp |
| Annual return | 15.39% | 24.85%-9.5pp | 24.95%-9.6pp | 552.29%-536.9pp |
| Employer contribution / active EE | $6,585 | $4,217+56.2% | $3,871+70.1% | $4,663+41.2% |
| Participant deferral / active EE | $7,848 | $5,622+39.6% | $5,060+55.1% | $6,689+17.3% |
| Admin fee / account holder | $7,749 | $9,745-20.5% | $8,388-7.6% | $13,390-42.1% |