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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 | $49,589 | $107,421-53.8% | $182,262-72.8% | $94,015-47.3% |
| Participation rate | 88.9% | 77.8%+11.1pp | 84.2%+4.7pp | 70.8%+18.1pp |
| Annual return | 18.85% | 21.32%-2.5pp | 140.60%-121.8pp | 17.84%+1.0pp |
| Employer contribution / active EE | $2,115 | $3,448-38.6% | $5,046-58.1% | $2,790-24.2% |
| Participant deferral / active EE | $4,346 | $6,558-33.7% | $8,276-47.5% | $4,249+2.3% |
| Admin fee / account holder | $715 | $8,692-91.8% | $16,712-95.7% | $8,951-92.0% |