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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 | $47,510 | $62,672-24.2% | $185,117-74.3% | $70,124-32.2% |
| Participation rate | 94.5% | 63.8%+30.7pp | 77.3%+17.3pp | 69.5%+25.0pp |
| Annual return | 15.82% | 40.79%-25.0pp | 40.50%-24.7pp | 73.14%-57.3pp |
| Employer contribution / active EE | $1,666 | $1,753-5.0% | $4,182-60.2% | $2,342-28.9% |
| Participant deferral / active EE | $2,680 | $3,272-18.1% | $5,045-46.9% | $3,332-19.6% |
| Admin fee / account holder | $2,068 | $3,932-47.4% | $8,159-74.7% | $4,645-55.5% |