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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 | $44,651 | $124,351-64.1% | $109,188-59.1% | $167,553-73.4% |
| Participation rate | 90.0% | 79.4%+10.6pp | 75.9%+14.1pp | 82.1%+7.9pp |
| Annual return | 15.71% | 26.04%-10.3pp | 25.76%-10.0pp | 478.89%-463.2pp |
| Employer contribution / active EE | $1,664 | $4,210-60.5% | $3,723-55.3% | $4,840-65.6% |
| Participant deferral / active EE | $2,388 | $5,257-54.6% | $4,654-48.7% | $6,343-62.3% |
| Admin fee / account holder | $1,453 | $7,975-81.8% | $6,755-78.5% | $12,316-88.2% |