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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 | $47,279 | $132,310-64.3% | $105,754-55.3% | $273,972-82.7% |
| Participation rate | 93.8% | 83.2%+10.6pp | 78.9%+14.8pp | 83.0%+10.7pp |
| Annual return | 0.00% | 10.08%-10.1pp | 12.25%-12.3pp | 41.46%-41.5pp |
| Employer contribution / active EE | $2,388 | $4,867-50.9% | $4,079-41.5% | $4,869-51.0% |
| Participant deferral / active EE | $6,712 | $6,233+7.7% | $5,326+26.0% | $5,287+27.0% |
| Admin fee / account holder | $882 | $12,036-92.7% | $8,309-89.4% | $10,133-91.3% |