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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 | $45,713 | $52,911-13.6% | $73,309-37.6% | $59,633-23.3% |
| Participation rate | 92.6% | 68.2%+24.4pp | 74.9%+17.7pp | 68.7%+23.9pp |
| Annual return | 1.49% | 12.20%-10.7pp | 5.67%-4.2pp | 2041.40%-2039.9pp |
| Employer contribution / active EE | $4,132 | $1,909+116.5% | $3,237+27.6% | $2,203+87.6% |
| Participant deferral / active EE | $9,426 | $4,069+131.6% | $4,991+88.9% | $3,192+195.3% |
| Admin fee / account holder | $7,988 | $3,835+108.3% | $5,635+41.8% | $4,297+85.9% |