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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 | $49,623 | $68,878-28.0% | $120,574-58.8% | $80,935-38.7% |
| Participation rate | 74.4% | 61.7%+12.7pp | 71.9%+2.5pp | 67.7%+6.8pp |
| Annual return | 11.46% | 23.67%-12.2pp | 107.42%-96.0pp | 35.66%-24.2pp |
| Employer contribution / active EE | $1,245 | $2,065-39.7% | $3,471-64.1% | $2,757-54.8% |
| Participant deferral / active EE | $3,747 | $3,189+17.5% | $4,996-25.0% | $4,299-12.9% |
| Admin fee / account holder | $7,085 | $5,782+22.5% | $9,445-25.0% | $6,924+2.3% |