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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 | $46,604 | $101,795-54.2% | $165,100-71.8% | $80,959-42.4% |
| Participation rate | 87.5% | 71.8%+15.7pp | 78.6%+8.9pp | 67.7%+19.8pp |
| Annual return | 31.03% | 16.73%+14.3pp | 70.21%-39.2pp | 35.67%-4.6pp |
| Employer contribution / active EE | $1,772 | $2,954-40.0% | $4,348-59.2% | $2,757-35.7% |
| Participant deferral / active EE | $2,736 | $4,476-38.9% | $6,035-54.7% | $4,300-36.4% |
| Admin fee / account holder | $560 | $8,221-93.2% | $12,696-95.6% | $6,925-91.9% |