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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 | $49,136 | $106,749-54.0% | $145,433-66.2% | $82,448-40.4% |
| Participation rate | 72.5% | 75.6%-3.1pp | 82.1%-9.6pp | 68.1%+4.5pp |
| Annual return | 47.69% | 27.59%+20.1pp | 66.58%-18.9pp | 41.64%+6.0pp |
| Employer contribution / active EE | $3,861 | $3,444+12.1% | $4,554-15.2% | $2,551+51.4% |
| Participant deferral / active EE | $9,811 | $6,519+50.5% | $7,897+24.2% | $4,139+137.0% |
| Admin fee / account holder | $1,652 | $8,390-80.3% | $13,129-87.4% | $7,234-77.2% |