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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 | $46,767 | $73,988-36.8% | $96,538-51.6% | $75,177-37.8% |
| Participation rate | 93.3% | 66.4%+26.9pp | 74.3%+19.0pp | 67.2%+26.1pp |
| Annual return | 17.59% | 26.73%-9.1pp | 35.74%-18.1pp | 160.75%-143.2pp |
| Employer contribution / active EE | $2,024 | $2,930-30.9% | $3,740-45.9% | $2,671-24.2% |
| Participant deferral / active EE | $6,940 | $3,660+89.6% | $4,880+42.2% | $4,126+68.2% |
| Admin fee / account holder | $4,233 | $5,220-18.9% | $6,737-37.2% | $5,651-25.1% |