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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 | $47,213 | $84,236-44.0% | $170,435-72.3% | $70,126-32.7% |
| Participation rate | 97.3% | 70.8%+26.5pp | 83.6%+13.7pp | 69.5%+27.8pp |
| Annual return | 12.39% | 23.06%-10.7pp | 205.94%-193.5pp | 73.15%-60.8pp |
| Employer contribution / active EE | $1,216 | $3,387-64.1% | $5,432-77.6% | $2,343-48.1% |
| Participant deferral / active EE | $2,888 | $3,086-6.4% | $4,939-41.5% | $3,332-13.3% |
| Admin fee / account holder | $4,119 | $5,698-27.7% | $13,881-70.3% | $4,645-11.3% |