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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 | $46,727 | $51,604-9.5% | $129,295-63.9% | $80,874-42.2% |
| Participation rate | 74.0% | 57.0%+17.0pp | 69.6%+4.4pp | 67.6%+6.4pp |
| Annual return | 14.50% | 20.76%-6.3pp | 9429.28%-9414.8pp | 35.62%-21.1pp |
| Employer contribution / active EE | $979 | $1,585-38.2% | $4,157-76.5% | $2,756-64.5% |
| Participant deferral / active EE | $2,014 | $2,670-24.6% | $4,169-51.7% | $4,297-53.1% |
| Admin fee / account holder | $1,207 | $4,310-72.0% | $7,665-84.3% | $6,935-82.6% |