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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 | $46,744 | $110,240-57.6% | $96,544-51.6% | $139,487-66.5% |
| Participation rate | 95.5% | 78.1%+17.3pp | 76.0%+19.5pp | 80.3%+15.1pp |
| Annual return | 12.89% | 26.41%-13.5pp | 25.88%-13.0pp | 373.84%-360.9pp |
| Employer contribution / active EE | $2,291 | $3,622-36.7% | $2,966-22.8% | $4,755-51.8% |
| Participant deferral / active EE | $2,804 | $5,549-49.5% | $4,851-42.2% | $6,713-58.2% |
| Admin fee / account holder | $1,313 | $11,602-88.7% | $8,254-84.1% | $11,407-88.5% |