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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 | $45,661 | $100,139-54.4% | $85,187-46.4% | $145,884-68.7% |
| Participation rate | 89.5% | 74.1%+15.4pp | 67.5%+22.0pp | 80.3%+9.2pp |
| Annual return | 15.28% | 84.15%-68.9pp | 66.67%-51.4pp | 551.85%-536.6pp |
| Employer contribution / active EE | $1,599 | $3,238-50.6% | $2,732-41.5% | $4,662-65.7% |
| Participant deferral / active EE | $3,121 | $5,296-41.1% | $4,525-31.0% | $6,690-53.4% |
| Admin fee / account holder | $491 | $7,262-93.2% | $6,162-92.0% | $13,392-96.3% |