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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 | $47,986 | $108,825-55.9% | $156,181-69.3% | $82,448-41.8% |
| Participation rate | 82.0% | 72.4%+9.7pp | 78.8%+3.2pp | 68.1%+14.0pp |
| Annual return | 18.15% | 20.59%-2.4pp | 64.87%-46.7pp | 41.64%-23.5pp |
| Employer contribution / active EE | $1,158 | $2,870-59.7% | $4,294-73.0% | $2,551-54.6% |
| Participant deferral / active EE | $3,918 | $4,577-14.4% | $6,132-36.1% | $4,139-5.3% |
| Admin fee / account holder | $1,965 | $9,341-79.0% | $14,586-86.5% | $7,234-72.8% |