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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 | $49,503 | $111,535-55.6% | $105,223-53.0% | $137,256-63.9% |
| Participation rate | 94.4% | 78.1%+16.4pp | 75.0%+19.4pp | 80.0%+14.5pp |
| Annual return | 17.07% | 237.85%-220.8pp | 180.65%-163.6pp | 220.34%-203.3pp |
| Employer contribution / active EE | $6,427 | $3,939+63.1% | $3,689+74.2% | $4,156+54.6% |
| Participant deferral / active EE | $2,949 | $5,500-46.4% | $5,072-41.8% | $6,407-54.0% |
| Admin fee / account holder | $384 | $9,721-96.1% | $8,859-95.7% | $12,270-96.9% |