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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 | $47,261 | $68,681-31.2% | $86,625-45.4% | $85,851-45.0% |
| Participation rate | 93.6% | 66.4%+27.3pp | 71.6%+22.0pp | 69.3%+24.3pp |
| Annual return | 17.81% | 20.12%-2.3pp | 63.52%-45.7pp | 318.63%-300.8pp |
| Employer contribution / active EE | $4,062 | $1,880+116.0% | $2,496+62.8% | $2,565+58.3% |
| Participant deferral / active EE | $8,284 | $2,919+183.8% | $3,700+123.9% | $3,952+109.6% |
| Admin fee / account holder | $3,621 | $5,974-39.4% | $5,830-37.9% | $6,261-42.2% |