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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 | $48,279 | $124,351-61.2% | $109,188-55.8% | $167,553-71.2% |
| Participation rate | 87.5% | 79.4%+8.1pp | 75.9%+11.6pp | 82.1%+5.4pp |
| Annual return | 13.50% | 26.04%-12.5pp | 25.76%-12.3pp | 478.89%-465.4pp |
| Employer contribution / active EE | $12,207 | $4,210+190.0% | $3,723+227.9% | $4,840+152.2% |
| Participant deferral / active EE | $12,347 | $5,257+134.9% | $4,654+165.3% | $6,343+94.7% |
| Admin fee / account holder | $6,255 | $7,975-21.6% | $6,755-7.4% | $12,316-49.2% |