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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 | $114,119-56.6% | $107,187-53.8% | $138,895-64.4% |
| Participation rate | 94.4% | 78.1%+16.4pp | 75.0%+19.4pp | 79.9%+14.5pp |
| Annual return | 17.07% | 273.21%-256.1pp | 204.55%-187.5pp | 145.39%-128.3pp |
| Employer contribution / active EE | $6,427 | $4,059+58.3% | $3,782+69.9% | $4,194+53.2% |
| Participant deferral / active EE | $2,949 | $5,538-46.7% | $5,096-42.1% | $6,396-53.9% |
| Admin fee / account holder | $384 | $10,024-96.2% | $9,162-95.8% | $12,562-96.9% |