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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 | $48,715 | $71,230-31.6% | $93,727-48.0% | $80,959-39.8% |
| Participation rate | 92.2% | 60.4%+31.8pp | 68.7%+23.4pp | 67.7%+24.5pp |
| Annual return | 11.79% | 11.26%+0.5pp | 133.83%-122.0pp | 35.67%-23.9pp |
| Employer contribution / active EE | $3,627 | $1,565+131.7% | $2,421+49.8% | $2,757+31.6% |
| Participant deferral / active EE | $6,060 | $4,037+50.1% | $4,417+37.2% | $4,300+40.9% |
| Admin fee / account holder | $629 | $6,961-91.0% | $8,292-92.4% | $6,925-90.9% |