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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 | $124,980-58.4% | $108,359-52.1% | $154,746-66.4% |
| Participation rate | 93.3% | 75.2%+18.2pp | 70.1%+23.2pp | 80.7%+12.6pp |
| Annual return | 17.89% | 45.00%-27.1pp | 36.89%-19.0pp | 172.34%-154.5pp |
| Employer contribution / active EE | $1,134 | $2,851-60.2% | $2,399-52.7% | $4,379-74.1% |
| Participant deferral / active EE | $4,385 | $4,743-7.6% | $4,137+6.0% | $6,730-34.9% |
| Admin fee / account holder | $704 | $11,502-93.9% | $9,741-92.8% | $14,365-95.1% |