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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 | $51,930 | $112,729-53.9% | $98,716-47.4% | $137,256-62.2% |
| Participation rate | 93.3% | 74.2%+19.1pp | 69.3%+24.0pp | 80.0%+13.4pp |
| Annual return | 17.89% | 38.48%-20.6pp | 31.81%-13.9pp | 220.34%-202.5pp |
| Employer contribution / active EE | $1,134 | $2,725-58.4% | $2,279-50.2% | $4,156-72.7% |
| Participant deferral / active EE | $4,385 | $4,640-5.5% | $4,048+8.3% | $6,407-31.6% |
| Admin fee / account holder | $704 | $10,129-93.1% | $8,703-91.9% | $12,270-94.3% |