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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 | $48,214 | $96,731-50.2% | $123,973-61.1% | $86,983-44.6% |
| Participation rate | 80.7% | 70.0%+10.7pp | 76.7%+4.1pp | 69.5%+11.2pp |
| Annual return | 21.52% | 17.33%+4.2pp | 388.13%-366.6pp | 25.83%-4.3pp |
| Employer contribution / active EE | $1,297 | $3,297-60.7% | $4,126-68.6% | $2,584-49.8% |
| Participant deferral / active EE | $5,319 | $4,152+28.1% | $5,247+1.4% | $4,194+26.8% |
| Admin fee / account holder | $569 | $8,722-93.5% | $11,799-95.2% | $7,856-92.8% |