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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 | $44,836 | $69,118-35.1% | $53,647-16.4% | $138,895-67.7% |
| Participation rate | 76.5% | 64.0%+12.5pp | 56.3%+20.2pp | 79.9%-3.4pp |
| Annual return | 10.55% | 248.26%-237.7pp | 358.33%-347.8pp | 145.39%-134.8pp |
| Employer contribution / active EE | $429 | $1,189-64.0% | $962-55.4% | $4,194-89.8% |
| Participant deferral / active EE | $3,708 | $2,274+63.1% | $1,813+104.5% | $6,396-42.0% |
| Admin fee / account holder | $1,157 | $2,724-57.5% | $2,460-53.0% | $12,562-90.8% |