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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 | $47,501 | $77,901-39.0% | $149,717-68.3% | $75,181-36.8% |
| Participation rate | 92.9% | 65.6%+27.3pp | 78.8%+14.1pp | 67.2%+25.7pp |
| Annual return | 19.02% | 31.73%-12.7pp | 134.41%-115.4pp | 160.69%-141.7pp |
| Employer contribution / active EE | $6,089 | $3,137+94.1% | $4,820+26.3% | $2,671+128.0% |
| Participant deferral / active EE | $0 | $3,411-100.0% | $5,682-100.0% | $4,126-100.0% |
| Admin fee / account holder | $2,352 | $5,949-60.5% | $13,213-82.2% | $5,650-58.4% |