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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 | $46,688 | $75,807-38.4% | $116,096-59.8% | $86,983-46.3% |
| Participation rate | 97.3% | 66.9%+30.4pp | 73.3%+24.0pp | 69.5%+27.8pp |
| Annual return | 12.34% | 18.57%-6.2pp | 326.25%-313.9pp | 25.83%-13.5pp |
| Employer contribution / active EE | $1,207 | $1,892-36.2% | $2,503-51.8% | $2,584-53.3% |
| Participant deferral / active EE | $1,796 | $3,212-44.1% | $3,952-54.5% | $4,194-57.2% |
| Admin fee / account holder | $11,810 | $6,659+77.4% | $7,704+53.3% | $7,856+50.3% |