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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 | $47,654 | $73,978-35.6% | $96,515-50.6% | $75,173-36.6% |
| Participation rate | 74.0% | 66.4%+7.5pp | 74.3%-0.4pp | 67.2%+6.8pp |
| Annual return | 19.19% | 26.72%-7.5pp | 35.73%-16.5pp | 160.72%-141.5pp |
| Employer contribution / active EE | $1,415 | $2,931-51.7% | $3,740-62.2% | $2,671-47.0% |
| Participant deferral / active EE | $3,052 | $3,660-16.6% | $4,880-37.5% | $4,126-26.0% |
| Admin fee / account holder | $800 | $5,219-84.7% | $6,735-88.1% | $5,651-85.8% |