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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 | $68,852-27.9% | $120,524-58.8% | $80,925-38.7% |
| Participation rate | 74.4% | 61.6%+12.8pp | 71.9%+2.5pp | 67.7%+6.8pp |
| Annual return | 11.46% | 23.67%-12.2pp | 107.36%-95.9pp | 35.65%-24.2pp |
| Employer contribution / active EE | $1,245 | $2,063-39.6% | $3,469-64.1% | $2,756-54.8% |
| Participant deferral / active EE | $3,747 | $3,187+17.6% | $4,994-25.0% | $4,299-12.8% |
| Admin fee / account holder | $7,085 | $5,781+22.6% | $9,440-24.9% | $6,940+2.1% |