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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 | $48,553 | $77,416-37.3% | $69,464-30.1% | $152,897-68.2% |
| Participation rate | 90.0% | 78.1%+11.9pp | 74.6%+15.4pp | 82.5%+7.5pp |
| Annual return | 6.74% | 39.08%-32.3pp | 28.98%-22.2pp | 345.43%-338.7pp |
| Employer contribution / active EE | $3,001 | $3,315-9.5% | $2,779+8.0% | $4,764-37.0% |
| Participant deferral / active EE | $6,092 | $4,413+38.0% | $3,536+72.3% | $5,851+4.1% |
| Admin fee / account holder | $383 | $6,208-93.8% | $3,840-90.0% | $11,599-96.7% |