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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 | $48,041 | $167,030-71.2% | $135,768-64.6% | $155,188-69.0% |
| Participation rate | 84.2% | 76.2%+8.1pp | 71.1%+13.1pp | 80.8%+3.4pp |
| Annual return | 10.37% | 678.39%-668.0pp | 526.10%-515.7pp | 148.84%-138.5pp |
| Employer contribution / active EE | $1,081 | $4,132-73.8% | $3,394-68.2% | $4,248-74.6% |
| Participant deferral / active EE | $2,996 | $4,528-33.8% | $3,977-24.7% | $6,531-54.1% |
| Admin fee / account holder | $7,300 | $8,172-10.7% | $7,048+3.6% | $14,480-49.6% |