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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 | $48,883 | $77,472-36.9% | $100,415-51.3% | $80,959-39.6% |
| Participation rate | 90.4% | 76.9%+13.4pp | 81.5%+8.9pp | 67.7%+22.7pp |
| Annual return | 15.88% | 37.26%-21.4pp | 49.47%-33.6pp | 35.67%-19.8pp |
| Employer contribution / active EE | $1,216 | $2,800-56.6% | $3,943-69.2% | $2,757-55.9% |
| Participant deferral / active EE | $7,661 | $6,818+12.4% | $8,091-5.3% | $4,300+78.2% |
| Admin fee / account holder | $3,895 | $5,885-33.8% | $7,906-50.7% | $6,925-43.8% |