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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 | $49,587 | $104,650-52.6% | $83,854-40.9% | $155,188-68.0% |
| Participation rate | 84.6% | 65.1%+19.5pp | 59.1%+25.5pp | 80.8%+3.8pp |
| Annual return | 12.46% | 28.97%-16.5pp | 31.39%-18.9pp | 148.84%-136.4pp |
| Employer contribution / active EE | $322 | $1,196-73.1% | $1,017-68.3% | $4,248-92.4% |
| Participant deferral / active EE | $2,576 | $2,367+8.8% | $2,035+26.6% | $6,531-60.6% |
| Admin fee / account holder | $304 | $3,518-91.4% | $3,197-90.5% | $14,480-97.9% |