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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 | $49,096 | $111,814-56.1% | $103,374-52.5% | $145,959-66.4% |
| Participation rate | 90.9% | 77.9%+13.0pp | 74.5%+16.4pp | 80.3%+10.6pp |
| Annual return | 13.92% | 24.77%-10.9pp | 24.89%-11.0pp | 561.95%-548.0pp |
| Employer contribution / active EE | $2,800 | $4,214-33.5% | $3,869-27.6% | $4,661-39.9% |
| Participant deferral / active EE | $7,627 | $5,618+35.7% | $5,058+50.8% | $6,689+14.0% |
| Admin fee / account holder | $1,015 | $9,754-89.6% | $8,394-87.9% | $13,398-92.4% |