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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 | $51,638-9.5% | $129,406-63.9% | $80,959-42.3% |
| Participation rate | 74.0% | 56.9%+17.1pp | 69.6%+4.4pp | 67.7%+6.3pp |
| Annual return | 14.50% | 20.78%-6.3pp | 9468.18%-9453.7pp | 35.67%-21.2pp |
| Employer contribution / active EE | $979 | $1,584-38.2% | $4,155-76.4% | $2,757-64.5% |
| Participant deferral / active EE | $2,014 | $2,670-24.6% | $4,167-51.7% | $4,300-53.2% |
| Admin fee / account holder | $1,207 | $4,313-72.0% | $7,689-84.3% | $6,925-82.6% |