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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 | $49,641 | $58,828-15.6% | $78,002-36.4% | $62,881-21.1% |
| Participation rate | 84.6% | 71.1%+13.6pp | 75.5%+9.1pp | 69.3%+15.3pp |
| Annual return | 8.77% | 17.16%-8.4pp | 425.99%-417.2pp | 20.14%-11.4pp |
| Employer contribution / active EE | $905 | $1,672-45.9% | $2,470-63.4% | $2,281-60.3% |
| Participant deferral / active EE | $3,891 | $2,686+44.9% | $3,497+11.3% | $3,203+21.5% |
| Admin fee / account holder | $765 | $4,393-82.6% | $5,481-86.0% | $4,296-82.2% |