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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 | $45,502 | $111,814-59.3% | $103,374-56.0% | $145,959-68.8% |
| Participation rate | 92.3% | 77.9%+14.4pp | 74.5%+17.8pp | 80.3%+12.0pp |
| Annual return | 16.10% | 24.77%-8.7pp | 24.89%-8.8pp | 561.95%-545.9pp |
| Employer contribution / active EE | $2,418 | $4,214-42.6% | $3,869-37.5% | $4,661-48.1% |
| Participant deferral / active EE | $4,625 | $5,618-17.7% | $5,058-8.6% | $6,689-30.9% |
| Admin fee / account holder | $529 | $9,754-94.6% | $8,394-93.7% | $13,398-96.1% |