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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 | $48,714 | $35,183+38.5% | $73,550-33.8% | $70,126-30.5% |
| Participation rate | 98.5% | 42.9%+55.6pp | 54.9%+43.6pp | 69.5%+28.9pp |
| Annual return | 14.48% | 26.90%-12.4pp | -15.16%+29.6pp | 73.15%-58.7pp |
| Employer contribution / active EE | $797 | $709+12.4% | $1,219-34.6% | $2,343-66.0% |
| Participant deferral / active EE | $4,866 | $1,220+298.9% | $1,804+169.7% | $3,332+46.0% |
| Admin fee / account holder | $4,411 | $2,302+91.6% | $2,320+90.2% | $4,645-5.0% |