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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 | $48,734 | $73,988-34.1% | $96,538-49.5% | $75,177-35.2% |
| Participation rate | 80.6% | 66.4%+14.1pp | 74.3%+6.2pp | 67.2%+13.4pp |
| Annual return | 19.78% | 26.73%-6.9pp | 35.74%-16.0pp | 160.75%-141.0pp |
| Employer contribution / active EE | $2,708 | $2,930-7.6% | $3,740-27.6% | $2,671+1.4% |
| Participant deferral / active EE | $4,850 | $3,660+32.5% | $4,880-0.6% | $4,126+17.5% |
| Admin fee / account holder | $729 | $5,220-86.0% | $6,737-89.2% | $5,651-87.1% |