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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 | $48,641 | $85,060-42.8% | $70,565-31.1% | $139,487-65.1% |
| Participation rate | 87.5% | 73.9%+13.6pp | 68.4%+19.1pp | 80.3%+7.2pp |
| Annual return | 16.78% | 30.39%-13.6pp | 32.79%-16.0pp | 373.84%-357.1pp |
| Employer contribution / active EE | $2,728 | $3,912-30.3% | $2,976-8.3% | $4,755-42.6% |
| Participant deferral / active EE | $10,969 | $5,891+86.2% | $4,568+140.1% | $6,713+63.4% |
| Admin fee / account holder | $575 | $8,932-93.6% | $6,430-91.1% | $11,407-95.0% |