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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 | $48,081 | $65,041-26.1% | $90,965-47.1% | $79,858-39.8% |
| Participation rate | 93.9% | 61.6%+32.3pp | 69.0%+24.9pp | 69.6%+24.2pp |
| Annual return | 11.13% | 30.45%-19.3pp | 134.57%-123.4pp | 31.72%-20.6pp |
| Employer contribution / active EE | $1,224 | $1,247-1.8% | $2,122-42.3% | $2,471-50.4% |
| Participant deferral / active EE | $7,139 | $2,512+184.2% | $3,373+111.7% | $3,740+90.9% |
| Admin fee / account holder | $5,166 | $4,536+13.9% | $5,960-13.3% | $5,306-2.6% |