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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 | $88,672-45.6% | $105,223-54.2% | $82,448-41.5% |
| Participation rate | 80.7% | 67.9%+12.8pp | 75.0%+5.7pp | 68.1%+12.7pp |
| Annual return | 21.52% | 30.86%-9.3pp | 180.65%-159.1pp | 41.64%-20.1pp |
| Employer contribution / active EE | $1,297 | $3,048-57.5% | $3,689-64.8% | $2,551-49.2% |
| Participant deferral / active EE | $5,319 | $4,036+31.8% | $5,072+4.9% | $4,139+28.5% |
| Admin fee / account holder | $569 | $7,146-92.0% | $8,859-93.6% | $7,234-92.1% |