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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 | $46,717 | $83,337-43.9% | $67,834-31.1% | $273,972-82.9% |
| Participation rate | 90.9% | 76.4%+14.5pp | 68.8%+22.1pp | 83.0%+7.9pp |
| Annual return | 9.67% | 259.45%-249.8pp | 138.47%-128.8pp | 41.46%-31.8pp |
| Employer contribution / active EE | $5,595 | $3,287+70.2% | $2,403+132.8% | $4,869+14.9% |
| Participant deferral / active EE | $6,143 | $4,088+50.3% | $3,160+94.4% | $5,287+16.2% |
| Admin fee / account holder | $443 | $6,752-93.4% | $4,622-90.4% | $10,133-95.6% |