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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 | $47,040 | $117,846-60.1% | $102,434-54.1% | $145,884-67.8% |
| Participation rate | 93.3% | 78.6%+14.7pp | 76.5%+16.8pp | 80.3%+13.0pp |
| Annual return | 16.54% | 31.90%-15.4pp | 29.46%-12.9pp | 551.85%-535.3pp |
| Employer contribution / active EE | $2,248 | $3,615-37.8% | $3,023-25.6% | $4,662-51.8% |
| Participant deferral / active EE | $6,112 | $5,733+6.6% | $5,055+20.9% | $6,690-8.6% |
| Admin fee / account holder | $1,623 | $13,356-87.9% | $9,462-82.9% | $13,392-87.9% |