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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 | $47,352 | $93,598-49.4% | $135,974-65.2% | $75,173-37.0% |
| Participation rate | 88.3% | 75.2%+13.1pp | 81.9%+6.4pp | 67.2%+21.1pp |
| Annual return | 17.42% | 30.89%-13.5pp | 68.30%-50.9pp | 160.72%-143.3pp |
| Employer contribution / active EE | $3,955 | $3,538+11.8% | $4,859-18.6% | $2,671+48.1% |
| Participant deferral / active EE | $4,314 | $6,405-32.7% | $7,760-44.4% | $4,126+4.5% |
| Admin fee / account holder | $1,043 | $6,978-85.1% | $10,767-90.3% | $5,651-81.5% |