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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 | $49,606 | $93,617-47.0% | $135,982-63.5% | $75,177-34.0% |
| Participation rate | 85.3% | 75.2%+10.1pp | 81.9%+3.4pp | 67.2%+18.1pp |
| Annual return | 27.33% | 30.89%-3.6pp | 68.32%-41.0pp | 160.75%-133.4pp |
| Employer contribution / active EE | $2,428 | $3,538-31.4% | $4,859-50.0% | $2,671-9.1% |
| Participant deferral / active EE | $5,395 | $6,406-15.8% | $7,760-30.5% | $4,126+30.7% |
| Admin fee / account holder | $309 | $6,980-95.6% | $10,767-97.1% | $5,651-94.5% |