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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 | $52,954 | $78,425-32.5% | $95,956-44.8% | $79,858-33.7% |
| Participation rate | 97.0% | 73.5%+23.5pp | 77.1%+19.9pp | 69.6%+27.3pp |
| Annual return | 13.14% | 19.37%-6.2pp | 91.63%-78.5pp | 31.72%-18.6pp |
| Employer contribution / active EE | $853 | $1,945-56.1% | $2,541-66.4% | $2,471-65.5% |
| Participant deferral / active EE | $4,129 | $3,440+20.0% | $4,167-0.9% | $3,740+10.4% |
| Admin fee / account holder | $1,034 | $5,622-81.6% | $6,797-84.8% | $5,306-80.5% |