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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 | $48,981 | $110,303-55.6% | $95,759-48.8% | $139,487-64.9% |
| Participation rate | 76.9% | 75.7%+1.2pp | 72.3%+4.7pp | 80.3%-3.4pp |
| Annual return | 13.33% | 27.19%-13.9pp | 28.42%-15.1pp | 373.84%-360.5pp |
| Employer contribution / active EE | $4,096 | $3,261+25.6% | $2,836+44.4% | $4,755-13.8% |
| Participant deferral / active EE | $3,325 | $4,674-28.9% | $4,244-21.7% | $6,713-50.5% |
| Admin fee / account holder | $432 | $6,615-93.5% | $5,678-92.4% | $11,407-96.2% |