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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 | $47,656 | $101,752-53.2% | $164,928-71.1% | $80,911-41.1% |
| Participation rate | 83.0% | 71.8%+11.1pp | 78.6%+4.4pp | 67.6%+15.3pp |
| Annual return | 16.01% | 16.73%-0.7pp | 70.08%-54.1pp | 35.63%-19.6pp |
| Employer contribution / active EE | $2,062 | $2,953-30.2% | $4,343-52.5% | $2,756-25.2% |
| Participant deferral / active EE | $4,007 | $4,477-10.5% | $6,034-33.6% | $4,297-6.8% |
| Admin fee / account holder | $616 | $8,218-92.5% | $12,684-95.1% | $6,935-91.1% |