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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 | $46,950 | $79,955-41.3% | $98,461-52.3% | $75,173-37.5% |
| Participation rate | 97.4% | 70.4%+27.1pp | 75.2%+22.3pp | 67.2%+30.2pp |
| Annual return | 19.11% | 19.75%-0.6pp | 21.17%-2.1pp | 160.72%-141.6pp |
| Employer contribution / active EE | $1,513 | $2,264-33.2% | $3,049-50.4% | $2,671-43.4% |
| Participant deferral / active EE | $1,866 | $3,752-50.3% | $4,738-60.6% | $4,126-54.8% |
| Admin fee / account holder | $2,395 | $6,841-65.0% | $8,961-73.3% | $5,651-57.6% |