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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 | $48,049 | $135,956-64.7% | $123,894-61.2% | $273,972-82.5% |
| Participation rate | 81.8% | 84.1%-2.2pp | 81.4%+0.4pp | 83.0%-1.2pp |
| Annual return | 8.20% | 56.63%-48.4pp | 47.52%-39.3pp | 41.46%-33.3pp |
| Employer contribution / active EE | $1,531 | $5,170-70.4% | $4,617-66.8% | $4,869-68.6% |
| Participant deferral / active EE | $2,283 | $6,343-64.0% | $5,984-61.9% | $5,287-56.8% |
| Admin fee / account holder | $650 | $9,817-93.4% | $8,357-92.2% | $10,133-93.6% |