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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 | $47,530 | $95,406-50.2% | $185,849-74.4% | $85,847-44.6% |
| Participation rate | 92.7% | 68.8%+24.0pp | 81.7%+11.0pp | 69.3%+23.4pp |
| Annual return | 11.96% | 23.59%-11.6pp | 122.10%-110.1pp | 318.61%-306.7pp |
| Employer contribution / active EE | $1,133 | $3,314-65.8% | $5,169-78.1% | $2,565-55.8% |
| Participant deferral / active EE | $3,367 | $3,424-1.7% | $5,569-39.5% | $3,952-14.8% |
| Admin fee / account holder | $12,929 | $7,214+79.2% | $16,244-20.4% | $6,261+106.5% |