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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 | $47,775 | $73,978-35.4% | $96,515-50.5% | $75,173-36.4% |
| Participation rate | 86.7% | 66.4%+20.2pp | 74.3%+12.3pp | 67.2%+19.5pp |
| Annual return | 16.36% | 26.72%-10.4pp | 35.73%-19.4pp | 160.72%-144.4pp |
| Employer contribution / active EE | $2,233 | $2,931-23.8% | $3,740-40.3% | $2,671-16.4% |
| Participant deferral / active EE | $4,673 | $3,660+27.7% | $4,880-4.2% | $4,126+13.2% |
| Admin fee / account holder | $1,050 | $5,219-79.9% | $6,735-84.4% | $5,651-81.4% |