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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 | $99,875-50.3% | $146,866-66.2% | $86,983-43.0% |
| Participation rate | 88.9% | 75.8%+13.1pp | 82.5%+6.4pp | 69.5%+19.3pp |
| Annual return | 18.85% | 28.10%-9.3pp | 102.85%-84.0pp | 25.83%-7.0pp |
| Employer contribution / active EE | $2,115 | $3,224-34.4% | $4,425-52.2% | $2,584-18.2% |
| Participant deferral / active EE | $4,346 | $6,322-31.3% | $7,759-44.0% | $4,194+3.6% |
| Admin fee / account holder | $715 | $7,838-90.9% | $13,620-94.8% | $7,856-90.9% |