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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 | $69,118-28.3% | $53,647-7.6% | $138,895-64.3% |
| Participation rate | 84.6% | 64.0%+20.6pp | 56.3%+28.3pp | 79.9%+4.7pp |
| Annual return | 12.46% | 248.26%-235.8pp | 358.33%-345.9pp | 145.39%-132.9pp |
| Employer contribution / active EE | $322 | $1,189-72.9% | $962-66.5% | $4,194-92.3% |
| Participant deferral / active EE | $2,576 | $2,274+13.3% | $1,813+42.1% | $6,396-59.7% |
| Admin fee / account holder | $304 | $2,724-88.8% | $2,460-87.6% | $12,562-97.6% |