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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 | $51,838 | $98,776-47.5% | $149,745-65.4% | $79,856-35.1% |
| Participation rate | 89.2% | 75.8%+13.4pp | 82.5%+6.7pp | 69.6%+19.5pp |
| Annual return | 15.92% | 27.38%-11.5pp | 276.72%-260.8pp | 31.71%-15.8pp |
| Employer contribution / active EE | $1,279 | $3,217-60.3% | $4,646-72.5% | $2,471-48.3% |
| Participant deferral / active EE | $2,441 | $5,681-57.0% | $6,843-64.3% | $3,741-34.7% |
| Admin fee / account holder | $1,455 | $6,053-76.0% | $9,312-84.4% | $5,306-72.6% |