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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 | $47,898 | $91,559-47.7% | $133,978-64.2% | $79,856-40.0% |
| Participation rate | 90.5% | 73.3%+17.2pp | 79.8%+10.7pp | 69.6%+20.9pp |
| Annual return | 22.53% | 61.85%-39.3pp | 45.10%-22.6pp | 31.71%-9.2pp |
| Employer contribution / active EE | $1,663 | $2,384-30.3% | $3,919-57.6% | $2,471-32.7% |
| Participant deferral / active EE | $2,945 | $3,734-21.1% | $5,047-41.7% | $3,741-21.3% |
| Admin fee / account holder | $1,850 | $6,321-70.7% | $8,930-79.3% | $5,306-65.1% |