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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 | $48,196 | $78,670-38.7% | $109,173-55.9% | $85,847-43.9% |
| Participation rate | 77.4% | 68.3%+9.1pp | 75.9%+1.5pp | 69.3%+8.1pp |
| Annual return | 19.80% | 25.09%-5.3pp | 25.75%-6.0pp | 318.61%-298.8pp |
| Employer contribution / active EE | $2,419 | $2,734-11.5% | $3,723-35.0% | $2,565-5.7% |
| Participant deferral / active EE | $7,397 | $3,467+113.3% | $4,654+58.9% | $3,952+87.2% |
| Admin fee / account holder | $654 | $5,469-88.0% | $6,755-90.3% | $6,261-89.6% |