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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 | $45,969 | $65,364-29.7% | $92,909-50.5% | $72,975-37.0% |
| Participation rate | 80.9% | 68.3%+12.5pp | 76.0%+4.8pp | 69.5%+11.4pp |
| Annual return | 23.65% | 42.11%-18.5pp | 109.44%-85.8pp | 81.01%-57.4pp |
| Employer contribution / active EE | $1,288 | $2,594-50.4% | $3,653-64.7% | $2,440-47.2% |
| Participant deferral / active EE | $4,344 | $3,128+38.9% | $4,238+2.5% | $3,608+20.4% |
| Admin fee / account holder | $374 | $4,251-91.2% | $5,795-93.5% | $5,124-92.7% |