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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 | $43,182 | $91,559-52.8% | $133,978-67.8% | $79,856-45.9% |
| Participation rate | 88.2% | 73.3%+14.9pp | 79.8%+8.4pp | 69.6%+18.6pp |
| Annual return | 18.32% | 61.85%-43.5pp | 45.10%-26.8pp | 31.71%-13.4pp |
| Employer contribution / active EE | $1,006 | $2,384-57.8% | $3,919-74.3% | $2,471-59.3% |
| Participant deferral / active EE | $2,777 | $3,734-25.6% | $5,047-45.0% | $3,741-25.8% |
| Admin fee / account holder | $468 | $6,321-92.6% | $8,930-94.8% | $5,306-91.2% |