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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 | $49,066 | $88,672-44.7% | $105,223-53.4% | $82,448-40.5% |
| Participation rate | 82.5% | 67.9%+14.6pp | 75.0%+7.5pp | 68.1%+14.4pp |
| Annual return | 18.43% | 30.86%-12.4pp | 180.65%-162.2pp | 41.64%-23.2pp |
| Employer contribution / active EE | $2,183 | $3,048-28.4% | $3,689-40.8% | $2,551-14.4% |
| Participant deferral / active EE | $3,258 | $4,036-19.3% | $5,072-35.8% | $4,139-21.3% |
| Admin fee / account holder | $363 | $7,146-94.9% | $8,859-95.9% | $7,234-95.0% |