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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 | $47,432 | $110,212-57.0% | $96,534-50.9% | $139,466-66.0% |
| Participation rate | 87.0% | 78.1%+8.8pp | 76.0%+11.0pp | 80.3%+6.6pp |
| Annual return | 10.46% | 26.42%-16.0pp | 25.88%-15.4pp | 373.66%-363.2pp |
| Employer contribution / active EE | $1,643 | $3,620-54.6% | $2,965-44.6% | $4,754-65.4% |
| Participant deferral / active EE | $3,021 | $5,547-45.5% | $4,851-37.7% | $6,712-55.0% |
| Admin fee / account holder | $2,261 | $11,599-80.5% | $8,253-72.6% | $11,409-80.2% |