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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 | $46,415 | $69,977-33.7% | $108,582-57.3% | $62,881-26.2% |
| Participation rate | 93.2% | 72.9%+20.3pp | 79.6%+13.6pp | 69.3%+23.8pp |
| Annual return | 15.98% | 10.73%+5.3pp | -51.70%+67.7pp | 20.14%-4.2pp |
| Employer contribution / active EE | $5,047 | $2,135+136.4% | $3,758+34.3% | $2,281+121.3% |
| Participant deferral / active EE | $2,432 | $3,165-23.2% | $4,311-43.6% | $3,203-24.1% |
| Admin fee / account holder | $610 | $5,076-88.0% | $7,645-92.0% | $4,296-85.8% |