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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 | $48,701 | $105,856-54.0% | $90,161-46.0% | $147,585-67.0% |
| Participation rate | 92.3% | 79.7%+12.6pp | 76.9%+15.4pp | 82.8%+9.5pp |
| Annual return | 12.57% | 37.63%-25.1pp | 34.89%-22.3pp | 578.58%-566.0pp |
| Employer contribution / active EE | $833 | $4,126-79.8% | $3,318-74.9% | $4,876-82.9% |
| Participant deferral / active EE | $5,606 | $5,733-2.2% | $5,287+6.0% | $5,439+3.1% |
| Admin fee / account holder | $1,573 | $8,046-80.5% | $5,943-73.5% | $10,886-85.6% |