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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 | $49,490 | $88,996-44.4% | $78,004-36.6% | $138,895-64.4% |
| Participation rate | 100.0% | 74.4%+25.6pp | 69.4%+30.6pp | 79.9%+20.1pp |
| Annual return | 19.17% | 28.03%-8.9pp | 31.07%-11.9pp | 145.39%-126.2pp |
| Employer contribution / active EE | $1,680 | $2,917-42.4% | $2,469-31.9% | $4,194-59.9% |
| Participant deferral / active EE | $16,633 | $4,724+252.1% | $4,092+306.5% | $6,396+160.0% |
| Admin fee / account holder | $1,129 | $8,807-87.2% | $7,578-85.1% | $12,562-91.0% |