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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 | $50,031 | $110,240-54.6% | $96,544-48.2% | $139,487-64.1% |
| Participation rate | 87.5% | 78.1%+9.4pp | 76.0%+11.5pp | 80.3%+7.2pp |
| Annual return | 12.76% | 26.41%-13.7pp | 25.88%-13.1pp | 373.84%-361.1pp |
| Employer contribution / active EE | $2,003 | $3,622-44.7% | $2,966-32.5% | $4,755-57.9% |
| Participant deferral / active EE | $3,235 | $5,549-41.7% | $4,851-33.3% | $6,713-51.8% |
| Admin fee / account holder | $1,037 | $11,602-91.1% | $8,254-87.4% | $11,407-90.9% |