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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 | $47,030 | $105,856-55.6% | $90,161-47.8% | $147,586-68.1% |
| Participation rate | 94.4% | 79.7%+14.7pp | 76.9%+17.6pp | 82.8%+11.6pp |
| Annual return | 21.71% | 37.63%-15.9pp | 34.89%-13.2pp | 578.59%-556.9pp |
| Employer contribution / active EE | $858 | $4,126-79.2% | $3,318-74.1% | $4,876-82.4% |
| Participant deferral / active EE | $9,647 | $5,733+68.3% | $5,287+82.5% | $5,439+77.4% |
| Admin fee / account holder | $3,138 | $8,046-61.0% | $5,943-47.2% | $10,886-71.2% |