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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 | $47,224 | $112,729-58.1% | $98,716-52.2% | $137,256-65.6% |
| Participation rate | 95.5% | 74.2%+21.2pp | 69.3%+26.2pp | 80.0%+15.5pp |
| Annual return | 23.99% | 38.48%-14.5pp | 31.81%-7.8pp | 220.34%-196.3pp |
| Employer contribution / active EE | $1,478 | $2,725-45.8% | $2,279-35.1% | $4,156-64.4% |
| Participant deferral / active EE | $2,797 | $4,640-39.7% | $4,048-30.9% | $6,407-56.3% |
| Admin fee / account holder | $1,613 | $10,129-84.1% | $8,703-81.5% | $12,270-86.9% |