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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 | $48,016 | $77,908-38.4% | $149,696-67.9% | $75,173-36.1% |
| Participation rate | 87.5% | 65.6%+21.9pp | 78.8%+8.7pp | 67.2%+20.3pp |
| Annual return | 15.60% | 31.73%-16.1pp | 134.46%-118.9pp | 160.72%-145.1pp |
| Employer contribution / active EE | $1,890 | $3,138-39.8% | $4,821-60.8% | $2,671-29.2% |
| Participant deferral / active EE | $1,263 | $3,411-63.0% | $5,682-77.8% | $4,126-69.4% |
| Admin fee / account holder | $687 | $5,950-88.4% | $13,212-94.8% | $5,651-87.8% |