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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 | $48,989 | $73,988-33.8% | $96,538-49.3% | $75,177-34.8% |
| Participation rate | 97.4% | 66.4%+30.9pp | 74.3%+23.0pp | 67.2%+30.2pp |
| Annual return | 19.00% | 26.73%-7.7pp | 35.74%-16.7pp | 160.75%-141.7pp |
| Employer contribution / active EE | $3,046 | $2,930+3.9% | $3,740-18.6% | $2,671+14.0% |
| Participant deferral / active EE | $5,301 | $3,660+44.8% | $4,880+8.6% | $4,126+28.5% |
| Admin fee / account holder | $559 | $5,220-89.3% | $6,737-91.7% | $5,651-90.1% |